ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $906,716 | -4.9% | 3,700 | -1.3% | 0.13% | +3.3% |
Q2 2023 | $953,785 | +3.9% | 3,748 | -3.9% | 0.12% | -2.4% |
Q1 2023 | $918,135 | +20.2% | 3,900 | +12.7% | 0.12% | +11.6% |
Q4 2022 | $763,768 | +13.0% | 3,461 | +6.1% | 0.11% | +13.1% |
Q3 2022 | $676,000 | -8.3% | 3,263 | -3.8% | 0.10% | +2.1% |
Q2 2022 | $737,000 | -17.1% | 3,391 | +0.0% | 0.10% | +6.6% |
Q1 2022 | $889,000 | -0.3% | 3,390 | +5.5% | 0.09% | +5.8% |
Q4 2021 | $892,000 | +4.2% | 3,214 | -4.3% | 0.09% | -7.5% |
Q3 2021 | $856,000 | -4.3% | 3,358 | -3.8% | 0.09% | -8.8% |
Q2 2021 | $894,000 | +9.2% | 3,492 | +1.2% | 0.10% | -3.8% |
Q1 2021 | $819,000 | +9.5% | 3,451 | +3.2% | 0.11% | -1.9% |
Q4 2020 | $748,000 | +16.5% | 3,345 | +1.9% | 0.11% | -5.3% |
Q3 2020 | $642,000 | -57.5% | 3,282 | -60.9% | 0.11% | -61.2% |
Q2 2020 | $1,511,000 | -14.8% | 8,390 | -29.8% | 0.29% | -28.3% |
Q1 2020 | $1,774,000 | -33.4% | 11,959 | -15.4% | 0.41% | -13.9% |
Q4 2019 | $2,665,000 | +7.9% | 14,138 | -0.5% | 0.48% | -6.1% |
Q3 2019 | $2,469,000 | +1.1% | 14,209 | +0.3% | 0.51% | -9.1% |
Q2 2019 | $2,442,000 | +2.1% | 14,171 | -1.2% | 0.56% | -6.4% |
Q1 2019 | $2,392,000 | +415.5% | 14,348 | +354.6% | 0.60% | +338.2% |
Q4 2018 | $464,000 | -13.9% | 3,156 | +0.8% | 0.14% | -2.2% |
Q3 2018 | $539,000 | -15.4% | 3,131 | -20.3% | 0.14% | -21.9% |
Q2 2018 | $637,000 | -10.3% | 3,928 | -13.6% | 0.18% | 0.0% |
Q1 2018 | $710,000 | +8.1% | 4,545 | +9.4% | 0.18% | +7.2% |
Q4 2017 | $657,000 | +27.3% | 4,156 | +20.2% | 0.17% | -2.9% |
Q3 2017 | $516,000 | +29.6% | 3,458 | +25.2% | 0.17% | +35.7% |
Q2 2017 | $398,000 | +17.8% | 2,761 | +14.3% | 0.13% | -4.5% |
Q1 2017 | $338,000 | +5.6% | 2,416 | +0.4% | 0.13% | -13.2% |
Q4 2016 | $320,000 | +3.9% | 2,406 | 0.0% | 0.15% | +1.3% |
Q3 2016 | $308,000 | +4.8% | 2,406 | +1.6% | 0.15% | -3.8% |
Q2 2016 | $294,000 | +3.5% | 2,367 | +0.6% | 0.16% | -12.4% |
Q1 2016 | $284,000 | -0.4% | 2,354 | -0.8% | 0.18% | -5.3% |
Q4 2015 | $285,000 | – | 2,372 | – | 0.19% | – |
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% |