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 | $19,016 | -6.3% | 77,598 | -2.7% | 2.32% | +26.6% |
| Q2 2023 | $20,301 | +11.1% | 79,775 | +2.7% | 1.83% | -20.2% |
| Q1 2023 | $18,279 | +8.6% | 77,645 | +1.8% | 2.29% | -2.3% |
| Q4 2022 | $16,835 | -99.9% | 76,286 | +1.9% | 2.34% | +4.6% |
| Q3 2022 | $15,497,000 | -6.4% | 74,850 | -1.7% | 2.24% | -3.4% |
| Q2 2022 | $16,554,000 | -15.9% | 76,149 | +1.4% | 2.32% | -3.3% |
| Q1 2022 | $19,695,000 | -5.0% | 75,068 | +0.5% | 2.40% | +1.1% |
| Q4 2021 | $20,736,000 | +11.5% | 74,724 | +2.4% | 2.37% | -4.8% |
| Q3 2021 | $18,594,000 | -0.2% | 72,959 | +0.2% | 2.49% | -1.3% |
| Q2 2021 | $18,639,000 | +9.6% | 72,835 | +1.6% | 2.52% | +8.2% |
| Q1 2021 | $16,999,000 | +9.8% | 71,656 | +3.4% | 2.33% | +3.2% |
| Q4 2020 | $15,485,000 | +18.4% | 69,270 | +3.6% | 2.26% | +5.6% |
| Q3 2020 | $13,084,000 | +12.7% | 66,853 | +3.6% | 2.14% | +5.8% |
| Q2 2020 | $11,614,000 | +63.1% | 64,499 | +34.3% | 2.02% | +30.2% |
| Q1 2020 | $7,122,000 | -16.4% | 48,016 | +6.2% | 1.55% | -9.2% |
| Q4 2019 | $8,522,000 | +14.5% | 45,212 | +5.6% | 1.71% | +3.6% |
| Q3 2019 | $7,440,000 | +7.9% | 42,813 | +7.0% | 1.65% | -0.1% |
| Q2 2019 | $6,894,000 | +14.3% | 39,999 | +10.6% | 1.66% | +3.2% |
| Q1 2019 | $6,030,000 | +20.5% | 36,175 | +6.2% | 1.60% | +3.8% |
| Q4 2018 | $5,005,000 | – | 34,069 | – | 1.54% | – |
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% |