ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $268,000 | -4.6% | 1,293 | 0.0% | 0.03% | -5.6% |
| Q2 2022 | $281,000 | -17.1% | 1,293 | 0.0% | 0.04% | -16.3% |
| Q1 2022 | $339,000 | -5.6% | 1,293 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $359,000 | +8.8% | 1,293 | 0.0% | 0.04% | +4.9% |
| Q3 2021 | $330,000 | -2.9% | 1,293 | 0.0% | 0.04% | +2.5% |
| Q2 2021 | $340,000 | +10.7% | 1,293 | 0.0% | 0.04% | +8.1% |
| Q1 2021 | $307,000 | +6.2% | 1,293 | 0.0% | 0.04% | -2.6% |
| Q4 2020 | $289,000 | +14.2% | 1,293 | 0.0% | 0.04% | +8.6% |
| Q3 2020 | $253,000 | +8.6% | 1,293 | 0.0% | 0.04% | +6.1% |
| Q2 2020 | $233,000 | +0.9% | 1,293 | -16.8% | 0.03% | -13.2% |
| Q1 2020 | $231,000 | -21.2% | 1,555 | 0.0% | 0.04% | -2.6% |
| Q4 2019 | $293,000 | +8.5% | 1,555 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $270,000 | +0.7% | 1,555 | 0.0% | 0.04% | +5.4% |
| Q2 2019 | $268,000 | +3.5% | 1,555 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $259,000 | +13.6% | 1,555 | 0.0% | 0.04% | +5.7% |
| Q4 2018 | $228,000 | -14.9% | 1,555 | 0.0% | 0.04% | -5.4% |
| Q3 2018 | $268,000 | +6.3% | 1,555 | 0.0% | 0.04% | +8.8% |
| Q2 2018 | $252,000 | +3.7% | 1,555 | 0.0% | 0.03% | +3.0% |
| Q1 2018 | $243,000 | -1.2% | 1,555 | 0.0% | 0.03% | +3.1% |
| Q4 2017 | $246,000 | +6.0% | 1,555 | 0.0% | 0.03% | +3.2% |
| Q3 2017 | $232,000 | +3.6% | 1,555 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $224,000 | +2.8% | 1,555 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $218,000 | +5.3% | 1,555 | 0.0% | 0.03% | +3.3% |
| Q4 2016 | $207,000 | – | 1,555 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evensky & Katz LLC | 1,196,624 | $143,965,000 | 34.48% |
| SCS Capital Management LLC | 5,359,766 | $644,833,000 | 28.86% |
| Tanglewood Wealth Management, Inc. | 541,936 | $65,200,000 | 25.83% |
| PITCAIRN CO | 1,012,359 | $121,797,000 | 13.53% |
| Wind River Trust Co | 158,385 | $19,055,000 | 13.25% |
| GM Advisory Group, LLC | 211,036 | $25,390,000 | 12.75% |
| Stairway Partners, LLC | 207,189 | $24,927,000 | 11.34% |
| Compass Financial Group, Inc. | 95,386 | $11,476,000 | 11.28% |
| Threshold Group LLC | 62,380 | $7,505,000 | 9.93% |
| McCutchen Group LLC | 150,169 | $18,067,000 | 9.11% |