ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $491,836 | -5.1% | 2,007 | -1.5% | 0.08% | +16.4% |
Q2 2023 | $518,376 | +8.1% | 2,037 | 0.0% | 0.07% | +4.3% |
Q1 2023 | $479,531 | +6.1% | 2,037 | -0.5% | 0.07% | -2.8% |
Q4 2022 | $451,953 | -30.4% | 2,048 | -34.6% | 0.07% | -38.5% |
Q3 2022 | $649,000 | +45.8% | 3,133 | +53.0% | 0.12% | +19.4% |
Q2 2022 | $445,000 | -17.1% | 2,048 | 0.0% | 0.10% | -6.7% |
Q1 2022 | $537,000 | -5.5% | 2,048 | 0.0% | 0.10% | -8.7% |
Q4 2021 | $568,000 | -40.5% | 2,048 | -45.3% | 0.12% | -49.1% |
Q3 2021 | $955,000 | -0.6% | 3,747 | -0.3% | 0.23% | -5.0% |
Q2 2021 | $961,000 | +7.9% | 3,757 | 0.0% | 0.24% | +7.7% |
Q1 2021 | $891,000 | +4.1% | 3,757 | -1.9% | 0.22% | -35.6% |
Q4 2020 | $856,000 | +3.8% | 3,831 | -9.1% | 0.34% | -11.4% |
Q3 2020 | $825,000 | -12.2% | 4,216 | -19.3% | 0.39% | -15.7% |
Q2 2020 | $940,000 | +19.9% | 5,222 | -1.2% | 0.46% | -1.9% |
Q1 2020 | $784,000 | -23.2% | 5,287 | -2.4% | 0.47% | +4.7% |
Q4 2019 | $1,021,000 | -8.2% | 5,417 | -15.4% | 0.45% | -12.5% |
Q3 2019 | $1,112,000 | +0.8% | 6,401 | 0.0% | 0.51% | +42.3% |
Q2 2019 | $1,103,000 | +3.4% | 6,401 | 0.0% | 0.36% | +6.8% |
Q1 2019 | $1,067,000 | +15.4% | 6,401 | +1.7% | 0.34% | +14.7% |
Q4 2018 | $925,000 | -14.7% | 6,294 | 0.0% | 0.29% | -68.0% |
Q3 2018 | $1,084,000 | – | 6,294 | – | 0.92% | – |
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% |