ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $483,972 | +11.7% | 1,768 | 0.0% | 0.42% | +2.0% |
Q3 2023 | $433,266 | -13.4% | 1,768 | -10.1% | 0.41% | -9.3% |
Q2 2023 | $500,562 | +8.1% | 1,967 | 0.0% | 0.45% | +4.9% |
Q1 2023 | $463,051 | +6.7% | 1,967 | 0.0% | 0.43% | +0.7% |
Q4 2022 | $434,078 | +6.7% | 1,967 | 0.0% | 0.43% | +2.2% |
Q3 2022 | $407,000 | -4.9% | 1,967 | 0.0% | 0.42% | +0.2% |
Q2 2022 | $428,000 | -17.1% | 1,967 | 0.0% | 0.42% | -8.8% |
Q1 2022 | $516,000 | -5.5% | 1,967 | 0.0% | 0.46% | +0.7% |
Q4 2021 | $546,000 | +9.0% | 1,967 | 0.0% | 0.45% | +1.1% |
Q3 2021 | $501,000 | -0.4% | 1,967 | 0.0% | 0.45% | -1.8% |
Q2 2021 | $503,000 | +7.7% | 1,967 | 0.0% | 0.46% | +10.4% |
Q1 2021 | $467,000 | +6.1% | 1,967 | 0.0% | 0.41% | +3.2% |
Q4 2020 | $440,000 | +14.3% | 1,967 | 0.0% | 0.40% | +1.8% |
Q3 2020 | $385,000 | +8.8% | 1,967 | 0.0% | 0.39% | +4.0% |
Q2 2020 | $354,000 | +21.2% | 1,967 | 0.0% | 0.38% | -4.8% |
Q1 2020 | $292,000 | -31.6% | 1,967 | -13.1% | 0.40% | -3.4% |
Q4 2019 | $427,000 | +8.7% | 2,263 | 0.0% | 0.41% | +6.2% |
Q3 2019 | $393,000 | +0.8% | 2,263 | 0.0% | 0.39% | +0.8% |
Q2 2019 | $390,000 | +3.4% | 2,263 | 0.0% | 0.38% | -0.3% |
Q1 2019 | $377,000 | +13.6% | 2,263 | 0.0% | 0.38% | +0.8% |
Q4 2018 | $332,000 | – | 2,263 | – | 0.38% | – |
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% |