ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,253 | -3.7% | 50 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $12,724 | +8.1% | 50 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $11,771 | +6.7% | 50 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $11,034 | -84.7% | 50 | -85.7% | 0.01% | -85.7% |
Q3 2022 | $72,000 | -5.3% | 350 | 0.0% | 0.05% | 0.0% |
Q2 2022 | $76,000 | -17.4% | 350 | 0.0% | 0.05% | -5.8% |
Q1 2022 | $92,000 | -5.2% | 350 | 0.0% | 0.05% | -1.9% |
Q4 2021 | $97,000 | +9.0% | 350 | 0.0% | 0.05% | 0.0% |
Q3 2021 | $89,000 | -1.1% | 350 | 0.0% | 0.05% | -5.4% |
Q2 2021 | $90,000 | +16.9% | 350 | +7.7% | 0.06% | +5.7% |
Q1 2021 | $77,000 | +5.5% | 325 | 0.0% | 0.05% | -3.6% |
Q4 2020 | $73,000 | +14.1% | 325 | 0.0% | 0.06% | +1.9% |
Q3 2020 | $64,000 | -93.1% | 325 | -93.7% | 0.05% | -93.4% |
Q2 2020 | $930,000 | +20.9% | 5,163 | -0.5% | 0.82% | -1.2% |
Q1 2020 | $769,000 | -21.4% | 5,188 | 0.0% | 0.83% | 0.0% |
Q4 2019 | $978,000 | +8.5% | 5,188 | +0.1% | 0.83% | -0.7% |
Q3 2019 | $901,000 | +20.8% | 5,183 | +19.7% | 0.83% | +30.9% |
Q2 2019 | $746,000 | +3.3% | 4,330 | 0.0% | 0.64% | +71.2% |
Q1 2019 | $722,000 | +13.5% | 4,330 | 0.0% | 0.37% | -8.1% |
Q4 2018 | $636,000 | -14.7% | 4,330 | 0.0% | 0.40% | -5.2% |
Q3 2018 | $746,000 | +239.1% | 4,330 | +219.6% | 0.43% | +233.6% |
Q2 2018 | $220,000 | +41.0% | 1,355 | +35.5% | 0.13% | +40.7% |
Q1 2018 | $156,000 | – | 1,000 | – | 0.09% | – |
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% |