ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,948 | -3.7% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,408 | +8.1% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,478 | +6.7% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,760 | +7.6% | 49 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -9.1% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -63.3% | 49 | -57.0% | 0.00% | -60.0% |
| Q1 2022 | $30,000 | -6.2% | 114 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $32,000 | +10.3% | 114 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $29,000 | 0.0% | 114 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $29,000 | +7.4% | 114 | +0.9% | 0.01% | 0.0% |
| Q1 2021 | $27,000 | -46.0% | 113 | -50.0% | 0.01% | 0.0% |
| Q4 2020 | $50,000 | -90.7% | 226 | -93.8% | 0.01% | -97.9% |
| Q4 2018 | $538,000 | -14.7% | 3,665 | 0.0% | 0.29% | -0.3% |
| Q3 2018 | $631,000 | +6.1% | 3,665 | 0.0% | 0.29% | -2.0% |
| Q2 2018 | $595,000 | +3.8% | 3,665 | 0.0% | 0.30% | -16.4% |
| Q1 2018 | $573,000 | -15.7% | 3,665 | -14.7% | 0.35% | -14.3% |
| Q4 2017 | $680,000 | +6.1% | 4,296 | -0.0% | 0.41% | -1.0% |
| Q3 2017 | $641,000 | +3.6% | 4,297 | 0.0% | 0.42% | +2.2% |
| Q2 2017 | $619,000 | +3.0% | 4,297 | 0.0% | 0.41% | -1.9% |
| Q1 2017 | $601,000 | +5.3% | 4,297 | 0.0% | 0.42% | +3.0% |
| Q4 2016 | $571,000 | +3.6% | 4,297 | 0.0% | 0.40% | -12.2% |
| Q3 2016 | $551,000 | +3.4% | 4,297 | 0.0% | 0.46% | +0.7% |
| Q2 2016 | $533,000 | +2.7% | 4,297 | 0.0% | 0.46% | -3.4% |
| Q1 2016 | $519,000 | +0.4% | 4,297 | 0.0% | 0.47% | +1.1% |
| Q4 2015 | $517,000 | +5.7% | 4,297 | 0.0% | 0.47% | +6.4% |
| Q3 2015 | $489,000 | -8.3% | 4,297 | 0.0% | 0.44% | +2.3% |
| Q2 2015 | $533,000 | +0.2% | 4,297 | 0.0% | 0.43% | +0.7% |
| Q1 2015 | $532,000 | +1.3% | 4,297 | 0.0% | 0.43% | +12.1% |
| Q4 2014 | $525,000 | – | 4,297 | – | 0.38% | – |
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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% |