ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,562 | -3.7% | 1,202 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $305,884 | +8.1% | 1,202 | 0.0% | 0.02% | -7.4% |
| Q1 2023 | $282,963 | +6.7% | 1,202 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $265,257 | +6.5% | 1,202 | 0.0% | 0.03% | -6.9% |
| Q3 2022 | $249,000 | -4.6% | 1,202 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $261,000 | -17.1% | 1,202 | 0.0% | 0.03% | -3.3% |
| Q1 2022 | $315,000 | -12.3% | 1,202 | -7.0% | 0.03% | -11.8% |
| Q4 2021 | $359,000 | +19.3% | 1,293 | +9.8% | 0.03% | +6.2% |
| Q3 2021 | $301,000 | 0.0% | 1,178 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $301,000 | +9.9% | 1,178 | +1.8% | 0.03% | +3.2% |
| Q1 2021 | $274,000 | +5.8% | 1,157 | 0.0% | 0.03% | -3.1% |
| Q4 2020 | $259,000 | +175.5% | 1,157 | +138.6% | 0.03% | +146.2% |
| Q3 2020 | $94,000 | +2.2% | 485 | -5.8% | 0.01% | -7.1% |
| Q2 2020 | $92,000 | +27.8% | 515 | +5.7% | 0.01% | 0.0% |
| Q1 2020 | $72,000 | -44.2% | 487 | -29.1% | 0.01% | -39.1% |
| Q4 2019 | $129,000 | +8.4% | 687 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $119,000 | +0.8% | 687 | 0.0% | 0.02% | -4.2% |
| Q2 2019 | $118,000 | +3.5% | 687 | 0.0% | 0.02% | +4.3% |
| Q1 2019 | $114,000 | +14.0% | 687 | 0.0% | 0.02% | -4.2% |
| Q4 2018 | $100,000 | -16.0% | 687 | 0.0% | 0.02% | +9.1% |
| Q3 2018 | $119,000 | +12.3% | 687 | +4.6% | 0.02% | +4.8% |
| Q2 2018 | $106,000 | – | 657 | – | 0.02% | – |
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% |