ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 246 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.89 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $206,372 | -3.1% | 811 | 0.0% | 0.04% | -12.2% |
Q1 2022 | $213,000 | -5.3% | 811 | 0.0% | 0.04% | -2.4% |
Q4 2021 | $225,000 | +8.7% | 811 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $207,000 | -0.5% | 811 | 0.0% | 0.04% | -4.5% |
Q2 2021 | $208,000 | -60.6% | 811 | -81.2% | 0.04% | -85.2% |
Q4 2014 | $528,000 | +5.2% | 4,314 | +0.3% | 0.30% | +6.0% |
Q3 2014 | $502,000 | -0.2% | 4,299 | +0.6% | 0.28% | +4.9% |
Q2 2014 | $503,000 | +4.8% | 4,273 | 0.0% | 0.27% | -2.5% |
Q1 2014 | $480,000 | -0.2% | 4,273 | -1.7% | 0.28% | -5.2% |
Q4 2013 | $481,000 | +9.3% | 4,346 | -0.1% | 0.29% | +1.8% |
Q3 2013 | $440,000 | +5.5% | 4,351 | +0.6% | 0.28% | -2.7% |
Q2 2013 | $417,000 | +2.2% | 4,323 | -1.0% | 0.29% | +3.9% |
Q1 2013 | $408,000 | +8.5% | 4,368 | -1.6% | 0.28% | -3.1% |
Q4 2012 | $376,000 | -0.8% | 4,437 | -0.6% | 0.29% | -1.4% |
Q3 2012 | $379,000 | +6.5% | 4,462 | +0.9% | 0.30% | -2.0% |
Q2 2012 | $356,000 | -5.1% | 4,423 | -1.7% | 0.30% | -3.5% |
Q1 2012 | $375,000 | +12.6% | 4,500 | +0.4% | 0.31% | +0.3% |
Q4 2011 | $333,000 | +12.1% | 4,482 | +0.6% | 0.31% | +1.0% |
Q3 2011 | $297,000 | -15.1% | 4,457 | +0.8% | 0.31% | +2.7% |
Q2 2011 | $350,000 | -3.8% | 4,420 | -3.9% | 0.30% | -5.4% |
Q1 2011 | $364,000 | +6.1% | 4,598 | +0.4% | 0.32% | -1.9% |
Q4 2010 | $343,000 | – | 4,580 | – | 0.32% | – |
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% |