ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 359 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.47 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $234,807 | -41.3% | 958 | -50.0% | 0.01% | +22.2% |
Q2 2023 | $399,887 | +64.4% | 1,916 | +28.3% | 0.01% | -18.2% |
Q1 2023 | $243,269 | +8647.5% | 1,493 | -91.3% | 0.01% | -85.1% |
Q4 2022 | $2,781 | -99.8% | 17,084 | +133.5% | 0.07% | +138.7% |
Q3 2022 | $1,198,000 | +205.6% | 7,315 | +203.4% | 0.03% | +158.3% |
Q2 2022 | $392,000 | -34.2% | 2,411 | -34.3% | 0.01% | +71.4% |
Q1 2022 | $596,000 | +42.2% | 3,668 | +142.6% | 0.01% | -12.5% |
Q4 2021 | $419,000 | +9.1% | 1,512 | +0.1% | 0.01% | 0.0% |
Q3 2021 | $384,000 | +1.3% | 1,510 | +2.0% | 0.01% | 0.0% |
Q2 2021 | $379,000 | +8.0% | 1,480 | +0.1% | 0.01% | +14.3% |
Q1 2021 | $351,000 | +5.7% | 1,478 | -0.3% | 0.01% | -46.2% |
Q4 2020 | $332,000 | +13.3% | 1,482 | -1.0% | 0.01% | -23.5% |
Q3 2020 | $293,000 | +5.4% | 1,497 | -4.5% | 0.02% | -22.7% |
Q2 2020 | $278,000 | +15.8% | 1,567 | -1.4% | 0.02% | -8.3% |
Q1 2020 | $240,000 | -44.3% | 1,589 | -30.2% | 0.02% | -25.0% |
Q4 2019 | $431,000 | +2.4% | 2,277 | -6.2% | 0.03% | +14.3% |
Q3 2019 | $421,000 | +378.4% | 2,427 | +366.7% | 0.03% | +133.3% |
Q1 2019 | $88,000 | -71.1% | 520 | -75.1% | 0.01% | -36.8% |
Q4 2018 | $304,000 | -34.6% | 2,088 | -22.6% | 0.02% | 0.0% |
Q3 2018 | $465,000 | -12.4% | 2,697 | -17.5% | 0.02% | -13.6% |
Q2 2018 | $531,000 | +34.8% | 3,271 | +31.5% | 0.02% | +22.2% |
Q1 2018 | $394,000 | 0.0% | 2,488 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $394,000 | -6.2% | 2,488 | -11.6% | 0.02% | +5.9% |
Q3 2017 | $420,000 | +7.1% | 2,813 | +3.4% | 0.02% | 0.0% |
Q2 2017 | $392,000 | +8.3% | 2,720 | +5.2% | 0.02% | +6.2% |
Q1 2017 | $362,000 | -1.4% | 2,585 | -6.2% | 0.02% | -11.1% |
Q4 2016 | $367,000 | +15.4% | 2,757 | +11.2% | 0.02% | +5.9% |
Q3 2016 | $318,000 | -8.4% | 2,479 | -11.3% | 0.02% | -10.5% |
Q2 2016 | $347,000 | +294.3% | 2,795 | +437.5% | 0.02% | +58.3% |
Q1 2016 | $88,000 | -39.7% | 520 | -57.2% | 0.01% | +20.0% |
Q4 2015 | $146,000 | – | 1,214 | – | 0.01% | – |
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% |