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% | – |
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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% |