ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 327 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $207,780 | -62.5% | 883 | -67.0% | 0.08% | -66.4% |
Q3 2022 | $554,000 | -4.5% | 2,677 | +0.3% | 0.22% | +1.8% |
Q2 2022 | $580,000 | -22.6% | 2,668 | -6.5% | 0.22% | -9.5% |
Q1 2022 | $749,000 | -31.6% | 2,853 | -27.7% | 0.24% | -19.9% |
Q4 2021 | $1,095,000 | +5.3% | 3,948 | -3.3% | 0.30% | -1.9% |
Q3 2021 | $1,040,000 | -0.3% | 4,082 | +0.1% | 0.31% | +1.3% |
Q2 2021 | $1,043,000 | +8.0% | 4,076 | +0.1% | 0.30% | +1.3% |
Q1 2021 | $966,000 | -1.9% | 4,072 | -7.6% | 0.30% | -8.8% |
Q4 2020 | $985,000 | +14.4% | 4,406 | +0.2% | 0.33% | +2.2% |
Q3 2020 | $861,000 | +8.8% | 4,399 | +0.2% | 0.32% | +4.5% |
Q2 2020 | $791,000 | +17.9% | 4,392 | -2.9% | 0.31% | +2.3% |
Q1 2020 | $671,000 | -21.1% | 4,521 | +0.2% | 0.30% | -1.6% |
Q4 2019 | $850,000 | +8.8% | 4,512 | +0.4% | 0.31% | +1.0% |
Q3 2019 | $781,000 | +1.0% | 4,494 | +0.2% | 0.30% | -0.3% |
Q2 2019 | $773,000 | -48.2% | 4,486 | -49.9% | 0.30% | +1.0% |
Q1 2019 | $1,492,000 | +127.1% | 8,952 | +100.3% | 0.30% | +0.7% |
Q4 2018 | $657,000 | -14.3% | 4,469 | +0.4% | 0.30% | +2.7% |
Q3 2018 | $767,000 | +6.4% | 4,451 | +0.2% | 0.29% | -2.7% |
Q2 2018 | $721,000 | +3.7% | 4,444 | 0.0% | 0.30% | +2.7% |
Q1 2018 | $695,000 | -99.9% | 4,444 | -51.3% | 0.29% | -2.3% |
Q4 2017 | $722,410,000 | +106136.8% | 9,126 | +100.4% | 0.30% | -1.7% |
Q3 2017 | $680,000 | +4.0% | 4,555 | +0.3% | 0.30% | -2.3% |
Q2 2017 | $654,000 | +3.0% | 4,540 | 0.0% | 0.31% | -0.6% |
Q1 2017 | $635,000 | +5.3% | 4,540 | +0.2% | 0.31% | -0.6% |
Q4 2016 | $603,000 | +4.0% | 4,533 | +0.2% | 0.31% | -2.5% |
Q3 2016 | $580,000 | +3.8% | 4,524 | +0.3% | 0.32% | -0.6% |
Q2 2016 | $559,000 | +2.6% | 4,509 | 0.0% | 0.32% | -3.9% |
Q1 2016 | $545,000 | +0.7% | 4,509 | +0.2% | 0.34% | -2.9% |
Q4 2015 | $541,000 | +6.1% | 4,499 | +0.4% | 0.35% | -1.7% |
Q3 2015 | $510,000 | -8.1% | 4,482 | +0.2% | 0.35% | -0.3% |
Q2 2015 | $555,000 | +0.2% | 4,474 | 0.0% | 0.35% | +0.6% |
Q1 2015 | $554,000 | +1.5% | 4,474 | +0.2% | 0.35% | -0.3% |
Q4 2014 | $546,000 | +5.0% | 4,466 | +0.2% | 0.35% | -0.3% |
Q3 2014 | $520,000 | -0.6% | 4,456 | +0.4% | 0.35% | -2.2% |
Q2 2014 | $523,000 | +4.8% | 4,440 | 0.0% | 0.36% | 0.0% |
Q1 2014 | $499,000 | +1.8% | 4,440 | +0.2% | 0.36% | -3.2% |
Q4 2013 | $490,000 | – | 4,432 | – | 0.37% | – |
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% |