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 2023 | $4,358,928 | -17.5% | 18,178 | -10.8% | 0.24% | -14.5% |
Q2 2023 | $5,280,744 | +6.7% | 20,381 | -2.6% | 0.28% | -4.8% |
Q1 2023 | $4,951,198 | +6.7% | 20,929 | +8.7% | 0.29% | +1.8% |
Q4 2022 | $4,638,508 | +8.3% | 19,262 | -1.1% | 0.28% | -7.2% |
Q3 2022 | $4,284,000 | -6.2% | 19,484 | +1.6% | 0.31% | -7.6% |
Q2 2022 | $4,566,000 | +0.9% | 19,184 | -4.1% | 0.33% | -4.1% |
Q1 2022 | $4,525,000 | -13.2% | 20,011 | -1.9% | 0.34% | -6.8% |
Q4 2021 | $5,214,000 | -20.8% | 20,406 | -14.7% | 0.37% | -19.9% |
Q3 2021 | $6,584,000 | -54.3% | 23,912 | -56.6% | 0.46% | -13.6% |
Q2 2021 | $14,410,000 | +107.9% | 55,062 | +99.0% | 0.54% | -6.5% |
Q1 2021 | $6,931,000 | +8.5% | 27,675 | -0.1% | 0.57% | -5.6% |
Q4 2020 | $6,387,000 | +14.9% | 27,691 | -1.6% | 0.61% | -7.9% |
Q3 2020 | $5,559,000 | +0.5% | 28,140 | -4.0% | 0.66% | -4.8% |
Q2 2020 | $5,531,000 | +14.2% | 29,301 | -0.3% | 0.69% | -7.6% |
Q1 2020 | $4,842,000 | +0.1% | 29,391 | +17.8% | 0.75% | +25.7% |
Q4 2019 | $4,835,000 | +2.7% | 24,941 | -6.8% | 0.60% | -10.3% |
Q3 2019 | $4,708,000 | -58.8% | 26,768 | -64.2% | 0.66% | -60.9% |
Q4 2018 | $11,432,000 | -12.1% | 74,800 | -10.6% | 1.70% | -12.4% |
Q3 2018 | $13,013,000 | -6.3% | 83,700 | -2.2% | 1.94% | -10.1% |
Q2 2018 | $13,883,000 | +4.2% | 85,542 | +0.4% | 2.16% | -5.6% |
Q1 2018 | $13,323,000 | -1.2% | 85,220 | -0.0% | 2.28% | +3.6% |
Q4 2017 | $13,484,000 | +6.0% | 85,250 | 0.0% | 2.20% | +1.5% |
Q3 2017 | $12,726,000 | -47.9% | 85,250 | -51.7% | 2.17% | -65.9% |
Q2 2017 | $24,421,000 | +10336.3% | 176,364 | +9104.8% | 6.37% | +6086.4% |
Q1 2015 | $234,000 | -96.8% | 1,916 | -96.8% | 0.10% | -96.7% |
Q4 2014 | $7,372,000 | – | 60,282 | – | 3.12% | – |
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% |