Johnson Financial Group, LLC - ISHARES TR ownership

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
Johnson Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
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%
8,2660.0%1.32%
+49.5%
Q4 2016$1,099,0008,2660.88%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Evensky & Katz LLC 1,196,624$143,965,00034.48%
SCS Capital Management LLC 5,359,766$644,833,00028.86%
Tanglewood Wealth Management, Inc. 541,936$65,200,00025.83%
PITCAIRN CO 1,012,359$121,797,00013.53%
Wind River Trust Co 158,385$19,055,00013.25%
GM Advisory Group, LLC 211,036$25,390,00012.75%
Stairway Partners, LLC 207,189$24,927,00011.34%
Compass Financial Group, Inc. 95,386$11,476,00011.28%
Threshold Group LLC 62,380$7,505,0009.93%
McCutchen Group LLC 150,169$18,067,0009.11%
View complete list of ISHARES TR shareholders