ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,456,217 | -4.4% | 10,022 | -0.7% | 0.05% | -8.6% |
| Q2 2023 | $2,568,094 | +9.1% | 10,091 | +0.9% | 0.06% | -7.9% |
| Q1 2023 | $2,353,990 | +4.0% | 9,999 | -2.5% | 0.06% | +10.5% |
| Q4 2022 | $2,263,261 | +10.1% | 10,255 | +3.3% | 0.06% | 0.0% |
| Q3 2022 | $2,055,000 | +279.9% | 9,925 | +298.6% | 0.06% | +307.1% |
| Q2 2022 | $541,000 | -17.0% | 2,490 | +0.2% | 0.01% | -6.7% |
| Q1 2022 | $652,000 | +903.1% | 2,484 | +558.9% | 0.02% | +400.0% |
| Q3 2018 | $65,000 | +8.3% | 377 | -1.8% | 0.00% | 0.0% |
| Q1 2018 | $60,000 | -7.7% | 384 | -7.0% | 0.00% | 0.0% |
| Q4 2017 | $65,000 | – | 413 | – | 0.00% | – |
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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% |