ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 457 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $225,210 | -3.7% | 919 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $233,867 | +8.1% | 919 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $216,342 | +106472.4% | 919 | 0.0% | 0.02% | -4.3% |
Q4 2022 | $203 | -99.9% | 919 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $241,000 | -5.5% | 919 | 0.0% | 0.02% | -4.2% |
Q4 2021 | $255,000 | +9.0% | 919 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $234,000 | -0.4% | 919 | 0.0% | 0.02% | -4.0% |
Q2 2021 | $235,000 | -18.4% | 919 | -28.8% | 0.02% | -34.2% |
Q4 2020 | $288,000 | +14.3% | 1,290 | 0.0% | 0.04% | 0.0% |
Q3 2020 | $252,000 | +8.6% | 1,290 | 0.0% | 0.04% | +5.6% |
Q2 2020 | $232,000 | -48.2% | 1,290 | -50.0% | 0.04% | -2.7% |
Q1 2020 | $448,000 | +84.4% | 2,580 | +100.0% | 0.04% | -2.6% |
Q4 2019 | $243,000 | +8.5% | 1,290 | 0.0% | 0.04% | +2.7% |
Q3 2019 | $224,000 | +0.9% | 1,290 | 0.0% | 0.04% | -2.6% |
Q2 2019 | $222,000 | +3.3% | 1,290 | 0.0% | 0.04% | -5.0% |
Q1 2019 | $215,000 | -3.2% | 1,290 | 0.0% | 0.04% | +11.1% |
Q3 2018 | $222,000 | +6.2% | 1,290 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $209,000 | +3.5% | 1,290 | 0.0% | 0.04% | 0.0% |
Q1 2018 | $202,000 | -1.0% | 1,290 | 0.0% | 0.04% | -5.3% |
Q4 2017 | $204,000 | +27.5% | 1,290 | 0.0% | 0.04% | -30.9% |
Q1 2015 | $160,000 | – | 1,290 | – | 0.06% | – |
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% |