ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $135,338 | -3.3% | 550 | 0.0% | 0.01% | -7.7% |
Q2 2023 | $139,964 | +8.1% | 550 | 0.0% | 0.01% | +8.3% |
Q1 2023 | $129,476 | +6.7% | 550 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $121,374 | +6.5% | 550 | 0.0% | 0.01% | -7.7% |
Q3 2022 | $114,000 | +1528.6% | 550 | +1000.0% | 0.01% | +1200.0% |
Q2 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% |
Q4 2016 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | +100.0% |
Q3 2016 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $6,000 | -96.2% | 50 | -96.1% | 0.00% | -97.6% |
Q1 2016 | $156,000 | +2500.0% | 1,290 | +2480.0% | 0.04% | +1950.0% |
Q4 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | +100.0% |
Q1 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% |
Q4 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% |
Q3 2013 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% |
Q2 2013 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | +33.3% |
Q1 2013 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% |
Q4 2012 | $6,000 | – | 50 | – | 0.00% | – |
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% |