ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $25,448 | +8.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $23,541 | +6.7% | 100 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $22,068 | -55.0% | 100 | -58.0% | 0.01% | -54.5% |
| Q3 2022 | $49,000 | -5.8% | 238 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $52,000 | -16.1% | 238 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $62,000 | -6.1% | 238 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $66,000 | +8.2% | 238 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $61,000 | -49.6% | 238 | -49.8% | 0.01% | -50.0% |
| Q2 2021 | $121,000 | +8.0% | 474 | 0.0% | 0.03% | -3.4% |
| Q1 2021 | $112,000 | +5.7% | 474 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $106,000 | +14.0% | 474 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $93,000 | +38.8% | 474 | +26.7% | 0.03% | +25.0% |
| Q2 2020 | $67,000 | -4.3% | 374 | 0.0% | 0.02% | -4.0% |
| Q1 2020 | $70,000 | 0.0% | 374 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $70,000 | +7.7% | 374 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $65,000 | +1.6% | 374 | 0.0% | 0.02% | +4.2% |
| Q2 2019 | $64,000 | +3.2% | 374 | 0.0% | 0.02% | -7.7% |
| Q1 2019 | $62,000 | +12.7% | 374 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $55,000 | -14.1% | 374 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $64,000 | +4.9% | 374 | 0.0% | 0.03% | -3.7% |
| Q2 2018 | $61,000 | +5.2% | 374 | 0.0% | 0.03% | +12.5% |
| Q1 2018 | $58,000 | -1.7% | 374 | 0.0% | 0.02% | +4.3% |
| Q4 2017 | $59,000 | +5.4% | 374 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $56,000 | +3.7% | 374 | 0.0% | 0.02% | -8.0% |
| Q2 2017 | $54,000 | +3.8% | 374 | 0.0% | 0.02% | +4.2% |
| Q1 2017 | $52,000 | +4.0% | 374 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $50,000 | +4.2% | 374 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $48,000 | +4.3% | 374 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $46,000 | +2.2% | 374 | 0.0% | 0.02% | -4.0% |
| Q1 2016 | $45,000 | 0.0% | 374 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $45,000 | +4.7% | 374 | 0.0% | 0.02% | -3.8% |
| Q3 2015 | $43,000 | -6.5% | 374 | 0.0% | 0.03% | -7.1% |
| Q2 2015 | $46,000 | 0.0% | 374 | 0.0% | 0.03% | -3.4% |
| Q1 2015 | $46,000 | 0.0% | 374 | 0.0% | 0.03% | -3.3% |
| Q4 2014 | $46,000 | +4.5% | 374 | 0.0% | 0.03% | +3.4% |
| Q3 2014 | $44,000 | 0.0% | 374 | 0.0% | 0.03% | -9.4% |
| Q2 2014 | $44,000 | +4.8% | 374 | 0.0% | 0.03% | +3.2% |
| Q1 2014 | $42,000 | -48.8% | 374 | -50.0% | 0.03% | 0.0% |
| Q4 2013 | $82,000 | +115.8% | 748 | +100.0% | 0.03% | 0.0% |
| Q3 2013 | $38,000 | +5.6% | 374 | 0.0% | 0.03% | 0.0% |
| Q2 2013 | $36,000 | – | 374 | – | 0.03% | – |
Download | ||||||
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% |