ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 360 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.43 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $20,722,000 | +7.4% | 109,935 | -1.0% | 13.82% | +13.5% |
| Q3 2019 | $19,293,000 | -0.5% | 111,028 | -1.3% | 12.17% | -5.3% |
| Q2 2019 | $19,397,000 | +1.6% | 112,540 | -1.7% | 12.85% | +3.1% |
| Q1 2019 | $19,083,000 | +14.0% | 114,476 | +0.5% | 12.46% | -22.7% |
| Q4 2018 | $16,743,000 | -15.8% | 113,961 | -1.2% | 16.11% | +32.6% |
| Q3 2018 | $19,879,000 | +3.4% | 115,377 | -2.6% | 12.15% | -8.2% |
| Q2 2018 | $19,226,000 | -1.4% | 118,469 | -5.0% | 13.23% | -4.0% |
| Q1 2018 | $19,502,000 | -7.1% | 124,740 | -6.1% | 13.78% | -6.2% |
| Q4 2017 | $21,003,000 | +3.2% | 132,788 | -2.6% | 14.69% | -5.9% |
| Q3 2017 | $20,352,000 | +1.7% | 136,333 | -1.9% | 15.61% | -2.6% |
| Q2 2017 | $20,009,000 | +7.5% | 138,933 | +4.4% | 16.04% | +25.4% |
| Q1 2017 | $18,612,000 | +5.8% | 133,036 | +0.5% | 12.78% | +10.9% |
| Q4 2016 | $17,598,000 | – | 132,338 | – | 11.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evensky & Katz LLC | 1,238,084 | $153,497,000 | 40.36% |
| SCS Capital Management LLC | 5,542,995 | $687,221,000 | 36.96% |
| Tanglewood Wealth Management, Inc. | 641,631 | $79,549,000 | 34.95% |
| GM Advisory Group, LLC | 245,598 | $30,449,000 | 12.00% |
| PITCAIRN CO | 835,735 | $103,615,000 | 11.97% |
| Wind River Trust Co | 189,135 | $23,449,000 | 11.38% |
| Stairway Partners, LLC | 212,328 | $26,324,000 | 11.34% |
| Capital Analysts, LLC | 386,348 | $47,899,527,000 | 9.80% |
| McCutchen Group LLC | 140,790 | $17,455,000 | 8.20% |
| BRIGHTON JONES LLC | 279,110 | $34,604,000 | 7.90% |