ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.37 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $209,000 | -5.4% | 797 | -0.1% | 0.05% | -12.5% |
Q4 2021 | $221,000 | +8.9% | 798 | 0.0% | 0.06% | 0.0% |
Q3 2021 | $203,000 | -0.5% | 798 | 0.0% | 0.06% | -5.1% |
Q2 2021 | $204,000 | -8.9% | 798 | -44.4% | 0.06% | -35.2% |
Q1 2018 | $224,000 | -4.7% | 1,435 | -3.7% | 0.09% | -4.2% |
Q4 2017 | $235,000 | +3.1% | 1,490 | -2.7% | 0.10% | 0.0% |
Q3 2017 | $228,000 | +0.9% | 1,531 | -2.5% | 0.10% | +4.4% |
Q2 2017 | $226,000 | +4.1% | 1,571 | +1.0% | 0.09% | -3.2% |
Q1 2017 | $217,000 | -0.9% | 1,555 | -5.8% | 0.09% | -13.8% |
Q4 2016 | $219,000 | +1.9% | 1,650 | -1.7% | 0.11% | -3.5% |
Q3 2016 | $215,000 | +5.9% | 1,678 | +2.4% | 0.11% | +37.8% |
Q2 2016 | $203,000 | -1.9% | 1,638 | -4.8% | 0.08% | -38.8% |
Q1 2016 | $207,000 | +0.5% | 1,720 | +0.1% | 0.13% | +59.5% |
Q4 2015 | $206,000 | +5.1% | 1,719 | 0.0% | 0.08% | -2.3% |
Q3 2015 | $196,000 | -8.8% | 1,719 | -0.9% | 0.09% | -28.9% |
Q2 2015 | $215,000 | – | 1,735 | – | 0.12% | – |
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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% |