ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $68,000 | 0.0% | 266 | +0.4% | 0.01% | 0.0% |
Q2 2021 | $68,000 | +7.9% | 265 | +0.4% | 0.01% | -14.3% |
Q1 2021 | $63,000 | +6.8% | 264 | +0.4% | 0.01% | -6.7% |
Q4 2020 | $59,000 | +391.7% | 263 | +304.6% | 0.02% | +200.0% |
Q2 2020 | $12,000 | -25.0% | 65 | -41.4% | 0.01% | -28.6% |
Q1 2020 | $16,000 | -33.3% | 111 | -13.3% | 0.01% | -22.2% |
Q4 2019 | $24,000 | +9.1% | 128 | 0.0% | 0.01% | -10.0% |
Q3 2019 | $22,000 | -42.1% | 128 | -41.0% | 0.01% | -37.5% |
Q2 2019 | $38,000 | +5.6% | 217 | 0.0% | 0.02% | -11.1% |
Q1 2019 | $36,000 | +12.5% | 217 | 0.0% | 0.02% | -14.3% |
Q4 2018 | $32,000 | -13.5% | 217 | 0.0% | 0.02% | -4.5% |
Q3 2018 | $37,000 | +42.3% | 217 | +26.2% | 0.02% | +15.8% |
Q1 2018 | $26,000 | -3.7% | 172 | +0.6% | 0.02% | -5.0% |
Q4 2017 | $27,000 | +3.8% | 171 | 0.0% | 0.02% | -13.0% |
Q3 2017 | $26,000 | +8.3% | 171 | +0.6% | 0.02% | -8.0% |
Q2 2017 | $24,000 | 0.0% | 170 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $24,000 | +4.3% | 170 | 0.0% | 0.02% | -19.4% |
Q4 2016 | $23,000 | – | 170 | – | 0.03% | – |
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% |