ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $210,000 | -5.0% | 757 | -12.7% | 0.02% | -12.0% |
| Q3 2021 | $221,000 | -0.5% | 867 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $222,000 | +7.8% | 867 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $206,000 | -5.9% | 867 | -28.6% | 0.03% | -30.8% |
| Q2 2020 | $219,000 | -12.0% | 1,214 | -27.7% | 0.04% | -30.4% |
| Q1 2020 | $249,000 | -22.7% | 1,678 | -1.8% | 0.06% | 0.0% |
| Q4 2019 | $322,000 | -3.9% | 1,709 | -7.7% | 0.06% | -6.7% |
| Q3 2019 | $335,000 | +7.0% | 1,851 | 0.0% | 0.06% | +3.4% |
| Q2 2019 | $313,000 | -10.6% | 1,851 | -11.7% | 0.06% | -12.1% |
| Q1 2019 | $350,000 | +4.2% | 2,097 | 0.0% | 0.07% | -2.9% |
| Q4 2018 | $336,000 | -3.4% | 2,097 | 0.0% | 0.07% | +11.5% |
| Q3 2018 | $348,000 | +2.4% | 2,097 | 0.0% | 0.06% | -4.7% |
| Q2 2018 | $340,000 | +3.7% | 2,097 | 0.0% | 0.06% | -8.6% |
| Q1 2018 | $328,000 | – | 2,097 | – | 0.07% | – |
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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% |