ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 468 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $246,051 | +4.4% | 967 | -3.4% | 0.02% | -4.2% |
| Q1 2023 | $235,645 | +106526.7% | 1,001 | 0.0% | 0.02% | -14.3% |
| Q4 2022 | $221 | -99.9% | 1,001 | 0.0% | 0.03% | -6.7% |
| Q3 2022 | $207,000 | -6.3% | 1,001 | -1.4% | 0.03% | -6.2% |
| Q2 2022 | $221,000 | -26.1% | 1,015 | -11.0% | 0.03% | -22.0% |
| Q1 2022 | $299,000 | +2.7% | 1,140 | 0.0% | 0.04% | -18.0% |
| Q4 2021 | $291,000 | 0.0% | 1,140 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $291,000 | -0.3% | 1,140 | 0.0% | 0.05% | +51.5% |
| Q2 2021 | $292,000 | +8.1% | 1,140 | 0.0% | 0.03% | -43.1% |
| Q1 2021 | $270,000 | +3.8% | 1,140 | -2.0% | 0.06% | -9.4% |
| Q4 2020 | $260,000 | +14.0% | 1,163 | 0.0% | 0.06% | -1.5% |
| Q3 2020 | $228,000 | -7.3% | 1,163 | -15.0% | 0.06% | -17.7% |
| Q2 2020 | $246,000 | +21.2% | 1,368 | 0.0% | 0.08% | -28.2% |
| Q1 2020 | $203,000 | -21.3% | 1,368 | 0.0% | 0.11% | -9.8% |
| Q4 2019 | $258,000 | +8.4% | 1,368 | 0.0% | 0.12% | +1.7% |
| Q3 2019 | $238,000 | +0.8% | 1,368 | 0.0% | 0.12% | +0.8% |
| Q2 2019 | $236,000 | -10.6% | 1,368 | -13.5% | 0.12% | -9.2% |
| Q1 2019 | $264,000 | +13.8% | 1,581 | 0.0% | 0.13% | +9.2% |
| Q4 2018 | $232,000 | -57.4% | 1,581 | -50.0% | 0.12% | -21.1% |
| Q3 2018 | $544,000 | +5.8% | 3,162 | 0.0% | 0.15% | +1.3% |
| Q2 2018 | $514,000 | -99.8% | 3,162 | +90.9% | 0.15% | +7.1% |
| Q1 2018 | $258,899,000 | – | 1,656 | – | 0.14% | – |
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% |