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 | $388,910 | -16.7% | 1,587 | -13.5% | 0.58% | -19.0% |
Q2 2023 | $466,716 | -15.9% | 1,834 | -22.2% | 0.72% | -20.2% |
Q1 2023 | $554,626 | +27631.3% | 2,356 | +23460.0% | 0.90% | +29866.7% |
Q3 2022 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | +50.0% |
Q2 2022 | $2,000 | -33.3% | 10 | 0.0% | 0.00% | -33.3% |
Q1 2022 | $3,000 | -99.4% | 10 | -99.4% | 0.00% | -99.3% |
Q4 2021 | $483,000 | +20.1% | 1,741 | +10.4% | 0.41% | +15.3% |
Q3 2021 | $402,000 | +24.8% | 1,577 | +25.5% | 0.36% | +33.0% |
Q2 2021 | $322,000 | -3.3% | 1,257 | -10.5% | 0.27% | -0.4% |
Q1 2021 | $333,000 | -1.5% | 1,405 | -7.1% | 0.27% | +1.5% |
Q4 2020 | $338,000 | -31.6% | 1,513 | -40.0% | 0.27% | -28.4% |
Q3 2020 | $494,000 | +4840.0% | 2,523 | +4250.0% | 0.37% | +5228.6% |
Q2 2020 | $10,000 | +11.1% | 58 | 0.0% | 0.01% | +16.7% |
Q1 2020 | $9,000 | -98.8% | 58 | -98.5% | 0.01% | -98.0% |
Q4 2019 | $725,000 | -7.3% | 3,844 | -14.5% | 0.30% | -1.0% |
Q3 2019 | $782,000 | -37.6% | 4,498 | -40.2% | 0.30% | -51.7% |
Q2 2019 | $1,254,000 | +11.2% | 7,522 | +11.2% | 0.63% | -11.5% |
Q1 2019 | $1,128,000 | -11.2% | 6,767 | -8.2% | 0.71% | +125.0% |
Q4 2018 | $1,270,000 | +24.8% | 7,371 | +17.5% | 0.32% | +22.5% |
Q3 2018 | $1,018,000 | +25.1% | 6,271 | +20.5% | 0.26% | +30.3% |
Q2 2018 | $814,000 | -1.1% | 5,204 | -1.2% | 0.20% | -0.5% |
Q1 2018 | $823,000 | +226.6% | 5,266 | +231.0% | 0.20% | +231.7% |
Q4 2017 | $252,000 | – | 1,591 | – | 0.06% | – |
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% |