ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 512 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,793,006 | -2.8% | 15,458 | +0.8% | 1.48% | +1.3% |
| Q2 2023 | $3,900,973 | +5.7% | 15,329 | -2.2% | 1.47% | -1.7% |
| Q1 2023 | $3,690,915 | -12.8% | 15,679 | -18.2% | 1.49% | -20.7% |
| Q4 2022 | $4,232,116 | +1.6% | 19,178 | -4.6% | 1.88% | +16.4% |
| Q3 2022 | $4,164,000 | -5.4% | 20,110 | -0.6% | 1.62% | -18.6% |
| Q2 2022 | $4,400,000 | -17.9% | 20,241 | -0.9% | 1.98% | -11.8% |
| Q1 2022 | $5,360,000 | -6.0% | 20,432 | -0.6% | 2.25% | -3.2% |
| Q4 2021 | $5,704,000 | +7.8% | 20,555 | -1.0% | 2.32% | -4.0% |
| Q3 2021 | $5,290,000 | -3.7% | 20,758 | -3.3% | 2.42% | -4.4% |
| Q2 2021 | $5,496,000 | +3.9% | 21,474 | -3.7% | 2.53% | +2.9% |
| Q1 2021 | $5,289,000 | -8.8% | 22,297 | -15.2% | 2.46% | -5.5% |
| Q4 2020 | $5,801,000 | +12.8% | 26,299 | +0.1% | 2.60% | -2.1% |
| Q3 2020 | $5,142,000 | +3.3% | 26,273 | -5.0% | 2.66% | -0.3% |
| Q2 2020 | $4,980,000 | +24.7% | 27,658 | +2.8% | 2.67% | -13.0% |
| Q1 2020 | $3,992,000 | -23.7% | 26,917 | -3.0% | 3.07% | -0.6% |
| Q4 2019 | $5,232,000 | +6.7% | 27,758 | -1.7% | 3.09% | -3.2% |
| Q3 2019 | $4,905,000 | -4.6% | 28,229 | -5.3% | 3.19% | -3.0% |
| Q2 2019 | $5,139,000 | +4.8% | 29,818 | +1.4% | 3.28% | +1.0% |
| Q1 2019 | $4,902,000 | +12.8% | 29,409 | -0.6% | 3.25% | +4.3% |
| Q4 2018 | $4,345,000 | -15.7% | 29,578 | -0.8% | 3.12% | -3.3% |
| Q3 2018 | $5,156,000 | +5.8% | 29,826 | -0.6% | 3.23% | -34.3% |
| Q2 2018 | $4,872,000 | +8.0% | 30,018 | +4.0% | 4.91% | +54.4% |
| Q1 2018 | $4,511,000 | -1.2% | 28,851 | -0.1% | 3.18% | +1.9% |
| Q4 2017 | $4,566,000 | +4.4% | 28,870 | -1.5% | 3.12% | -0.3% |
| Q3 2017 | $4,374,000 | +2.7% | 29,300 | +0.1% | 3.13% | +9.7% |
| Q2 2017 | $4,260,000 | – | 29,279 | – | 2.85% | – |
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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% |