ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $298,483 | -3.7% | 1,218 | 0.0% | 0.02% | -9.1% |
Q2 2023 | $309,957 | +8.1% | 1,218 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $286,729 | -4.4% | 1,218 | -40.4% | 0.02% | -83.1% |
Q4 2018 | $300,000 | -14.5% | 2,045 | +0.6% | 0.13% | -16.1% |
Q3 2018 | $351,000 | +6.0% | 2,033 | 0.0% | 0.16% | -1.9% |
Q2 2018 | $331,000 | +6.4% | 2,033 | 0.0% | 0.16% | -10.2% |
Q1 2018 | $311,000 | -5.8% | 2,033 | 0.0% | 0.18% | -0.6% |
Q4 2017 | $330,000 | +7.5% | 2,033 | 0.0% | 0.18% | -1.7% |
Q3 2017 | $307,000 | – | 2,033 | – | 0.18% | – |
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% |