ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $973,000 | -4.3% | 6,229 | -3.1% | 0.80% | +4.6% |
| Q4 2017 | $1,017,000 | +4.4% | 6,431 | -1.5% | 0.76% | -5.7% |
| Q3 2017 | $974,000 | -0.7% | 6,529 | -4.2% | 0.81% | -1.8% |
| Q2 2017 | $981,000 | -15.1% | 6,815 | -17.6% | 0.83% | -37.2% |
| Q1 2017 | $1,156,000 | +5.2% | 8,266 | 0.0% | 1.32% | +49.5% |
| Q4 2016 | $1,099,000 | – | 8,266 | – | 0.88% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evensky & Katz LLC | 1,196,624 | $143,965,000 | 34.48% |
| SCS Capital Management LLC | 5,359,766 | $644,833,000 | 28.86% |
| Tanglewood Wealth Management, Inc. | 541,936 | $65,200,000 | 25.83% |
| PITCAIRN CO | 1,012,359 | $121,797,000 | 13.53% |
| Wind River Trust Co | 158,385 | $19,055,000 | 13.25% |
| GM Advisory Group, LLC | 211,036 | $25,390,000 | 12.75% |
| Stairway Partners, LLC | 207,189 | $24,927,000 | 11.34% |
| Compass Financial Group, Inc. | 95,386 | $11,476,000 | 11.28% |
| Threshold Group LLC | 62,380 | $7,505,000 | 9.93% |
| McCutchen Group LLC | 150,169 | $18,067,000 | 9.11% |