ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $271,000 | -5.6% | 1,033 | 0.0% | 0.05% | -5.7% |
Q4 2021 | $287,000 | +9.1% | 1,033 | 0.0% | 0.05% | -1.9% |
Q3 2021 | $263,000 | -6.4% | 1,033 | -5.9% | 0.05% | -10.0% |
Q2 2021 | $281,000 | +8.1% | 1,098 | 0.0% | 0.06% | 0.0% |
Q1 2021 | $260,000 | +6.1% | 1,098 | 0.0% | 0.06% | -1.6% |
Q4 2020 | $245,000 | +17.8% | 1,098 | -5.0% | 0.06% | -16.4% |
Q2 2020 | $208,000 | -4.6% | 1,156 | 0.0% | 0.07% | -5.2% |
Q4 2019 | $218,000 | -27.8% | 1,156 | -33.5% | 0.08% | -32.5% |
Q3 2019 | $302,000 | +0.7% | 1,739 | 0.0% | 0.11% | -2.6% |
Q2 2019 | $300,000 | +3.4% | 1,739 | 0.0% | 0.12% | 0.0% |
Q1 2019 | $290,000 | +8.2% | 1,739 | -4.6% | 0.12% | +2.6% |
Q4 2018 | $268,000 | -15.2% | 1,823 | -0.4% | 0.11% | -7.3% |
Q3 2018 | $316,000 | +6.8% | 1,831 | +0.4% | 0.12% | +7.0% |
Q2 2018 | $296,000 | -4.5% | 1,823 | -10.1% | 0.12% | -12.2% |
Q1 2018 | $310,000 | -62.7% | 2,028 | -60.4% | 0.13% | -28.4% |
Q4 2017 | $832,000 | +179.2% | 5,118 | +158.7% | 0.18% | +19.6% |
Q3 2017 | $298,000 | +6.8% | 1,978 | +98800.0% | 0.15% | -2.5% |
Q2 2017 | $279,000 | +1.8% | 2 | -99.9% | 0.16% | -8.7% |
Q1 2017 | $274,000 | – | 1,974 | – | 0.17% | – |
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% |