ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $34,034,422 | +9.0% | 138,882 | +13.2% | 0.02% | +13.3% |
Q2 2023 | $31,222,406 | +9.1% | 122,691 | +0.9% | 0.02% | +7.1% |
Q1 2023 | $28,612,202 | +7.8% | 121,542 | +1.1% | 0.01% | 0.0% |
Q4 2022 | $26,541,847 | +6.8% | 120,273 | +0.2% | 0.01% | 0.0% |
Q3 2022 | $24,846,000 | -8.3% | 120,005 | -3.8% | 0.01% | +7.7% |
Q2 2022 | $27,105,000 | -9.8% | 124,684 | +8.8% | 0.01% | +8.3% |
Q1 2022 | $30,066,000 | -8.0% | 114,594 | -2.7% | 0.01% | 0.0% |
Q4 2021 | $32,676,000 | +12.3% | 117,751 | +3.1% | 0.01% | +9.1% |
Q3 2021 | $29,105,000 | -2.1% | 114,207 | -1.7% | 0.01% | 0.0% |
Q2 2021 | $29,738,000 | -4.3% | 116,206 | -11.2% | 0.01% | -15.4% |
Q1 2021 | $31,062,000 | +13.0% | 130,935 | +6.4% | 0.01% | +8.3% |
Q4 2020 | $27,499,000 | +15.6% | 123,013 | +1.2% | 0.01% | 0.0% |
Q3 2020 | $23,792,000 | +1634.1% | 121,566 | +1589.8% | 0.01% | +1100.0% |
Q2 2020 | $1,372,000 | +28.9% | 7,194 | +0.3% | 0.00% | 0.0% |
Q1 2020 | $1,064,000 | -23.6% | 7,174 | -2.8% | 0.00% | 0.0% |
Q4 2019 | $1,392,000 | +8.5% | 7,384 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $1,283,000 | +0.8% | 7,384 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $1,273,000 | +3.4% | 7,384 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $1,231,000 | +16.8% | 7,384 | +2.9% | 0.00% | 0.0% |
Q4 2018 | $1,054,000 | -14.7% | 7,174 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $1,236,000 | +6.2% | 7,174 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $1,164,000 | +3.7% | 7,174 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $1,122,000 | -1.1% | 7,174 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $1,135,000 | +6.0% | 7,174 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $1,071,000 | +3.7% | 7,174 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $1,033,000 | +2.9% | 7,174 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $1,004,000 | +5.2% | 7,174 | 0.0% | 0.00% | – |
Q4 2016 | $954,000 | +3.7% | 7,174 | 0.0% | 0.00% | – |
Q3 2016 | $920,000 | +3.4% | 7,174 | 0.0% | 0.00% | – |
Q2 2016 | $890,000 | +2.7% | 7,174 | 0.0% | 0.00% | – |
Q1 2016 | $867,000 | +0.5% | 7,174 | 0.0% | 0.00% | – |
Q4 2015 | $863,000 | +5.6% | 7,174 | 0.0% | 0.00% | – |
Q3 2015 | $817,000 | -8.1% | 7,174 | 0.0% | 0.00% | – |
Q2 2015 | $889,000 | +0.1% | 7,174 | 0.0% | 0.00% | – |
Q1 2015 | $888,000 | +1.3% | 7,174 | 0.0% | 0.00% | – |
Q4 2014 | $877,000 | +4.7% | 7,174 | 0.0% | 0.00% | – |
Q3 2014 | $838,000 | -0.8% | 7,174 | 0.0% | 0.00% | – |
Q2 2014 | $845,000 | +6.4% | 7,174 | 0.0% | 0.00% | – |
Q4 2013 | $794,000 | +9.4% | 7,174 | 0.0% | 0.00% | – |
Q3 2013 | $726,000 | +4.9% | 7,174 | 0.0% | 0.00% | – |
Q2 2013 | $692,000 | – | 7,174 | – | 0.00% | – |
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% |