ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,394,000 | -16.0% | 6,413 | +1.4% | 1.01% | -5.6% |
| Q1 2022 | $1,659,000 | -11.0% | 6,323 | -5.8% | 1.07% | -8.0% |
| Q4 2021 | $1,863,000 | +12.0% | 6,713 | +2.8% | 1.16% | +2.5% |
| Q3 2021 | $1,664,000 | +2.8% | 6,529 | +3.2% | 1.14% | +0.8% |
| Q2 2021 | $1,618,000 | +5.9% | 6,324 | -1.8% | 1.13% | +1.3% |
| Q1 2021 | $1,528,000 | +8.0% | 6,441 | +1.7% | 1.11% | -0.5% |
| Q4 2020 | $1,415,000 | +13.4% | 6,331 | -0.7% | 1.12% | +2.9% |
| Q3 2020 | $1,248,000 | +3.2% | 6,375 | -5.0% | 1.09% | -2.3% |
| Q2 2020 | $1,209,000 | +21.9% | 6,713 | +0.4% | 1.11% | +0.7% |
| Q1 2020 | $992,000 | -21.5% | 6,684 | -0.3% | 1.10% | -1.9% |
| Q4 2019 | $1,264,000 | +8.2% | 6,707 | -0.2% | 1.12% | +0.9% |
| Q3 2019 | $1,168,000 | -5.6% | 6,723 | -6.3% | 1.11% | -7.6% |
| Q2 2019 | $1,237,000 | +2.2% | 7,174 | -1.2% | 1.21% | -1.1% |
| Q1 2019 | $1,210,000 | +13.0% | 7,258 | -0.4% | 1.22% | 0.0% |
| Q4 2018 | $1,071,000 | -23.6% | 7,290 | -10.4% | 1.22% | -8.6% |
| Q3 2018 | $1,402,000 | +6.9% | 8,134 | +0.7% | 1.33% | +3.7% |
| Q2 2018 | $1,311,000 | -1.7% | 8,078 | -5.3% | 1.29% | -10.4% |
| Q1 2018 | $1,334,000 | -4.0% | 8,530 | -2.9% | 1.44% | -1.0% |
| Q4 2017 | $1,389,000 | +11.3% | 8,783 | +5.0% | 1.45% | +5.8% |
| Q3 2017 | $1,248,000 | +2.6% | 8,362 | -1.0% | 1.37% | -1.0% |
| Q2 2017 | $1,216,000 | +6.5% | 8,445 | +3.4% | 1.38% | +5.1% |
| Q1 2017 | $1,142,000 | +7.1% | 8,165 | +1.9% | 1.32% | +8.5% |
| Q4 2016 | $1,066,000 | +34.6% | 8,013 | +25.5% | 1.21% | +33.6% |
| Q3 2016 | $792,000 | 0.0% | 6,385 | 0.0% | 0.91% | +0.2% |
| Q2 2016 | $792,000 | +152.2% | 6,385 | +145.6% | 0.91% | +157.4% |
| Q1 2016 | $314,000 | +1747.1% | 2,600 | +1757.1% | 0.35% | +2246.7% |
| Q4 2015 | $17,000 | – | 140 | – | 0.02% | – |
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% |