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 | $2,339,343 | -32.7% | 9,546 | -30.2% | 0.28% | -30.4% |
| Q2 2023 | $3,478,487 | +8.3% | 13,669 | +0.2% | 0.40% | -16.7% |
| Q1 2023 | $3,212,405 | +6.9% | 13,646 | +0.2% | 0.47% | -0.4% |
| Q4 2022 | $3,004,338 | +3.2% | 13,614 | -3.2% | 0.48% | -29.6% |
| Q3 2022 | $2,911,000 | -4.5% | 14,061 | +0.3% | 0.68% | -15.0% |
| Q2 2022 | $3,047,000 | -17.0% | 14,017 | +0.2% | 0.80% | +0.5% |
| Q1 2022 | $3,671,000 | -5.3% | 13,990 | +0.2% | 0.79% | -4.8% |
| Q4 2021 | $3,875,000 | -7.9% | 13,963 | -15.3% | 0.83% | -1.1% |
| Q3 2021 | $4,208,000 | +984.5% | 16,494 | +986.6% | 0.84% | +833.3% |
| Q2 2021 | $388,000 | -52.6% | 1,518 | -56.0% | 0.09% | -59.1% |
| Q1 2021 | $819,000 | +4.2% | 3,453 | -1.8% | 0.22% | -13.0% |
| Q4 2020 | $786,000 | +14.1% | 3,518 | 0.0% | 0.25% | -7.0% |
| Q3 2020 | $689,000 | +8.8% | 3,518 | 0.0% | 0.27% | -7.8% |
| Q2 2020 | $633,000 | +11.2% | 3,518 | -8.2% | 0.30% | -6.3% |
| Q1 2020 | $569,000 | +30.2% | 3,834 | +65.5% | 0.32% | +50.7% |
| Q4 2019 | $437,000 | – | 2,316 | – | 0.21% | – |
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% |