ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,424,534 | -7.8% | 5,813 | -4.2% | 0.04% | -4.7% |
Q2 2023 | $1,544,440 | +7.8% | 6,069 | -0.2% | 0.04% | +2.4% |
Q1 2023 | $1,432,235 | +6.7% | 6,084 | 0.0% | 0.04% | +2.4% |
Q4 2022 | $1,342,617 | +6.6% | 6,084 | 0.0% | 0.04% | -4.7% |
Q3 2022 | $1,260,000 | -4.8% | 6,084 | 0.0% | 0.04% | -2.3% |
Q2 2022 | $1,323,000 | -17.1% | 6,084 | 0.0% | 0.04% | -4.3% |
Q1 2022 | $1,596,000 | -7.3% | 6,084 | -1.9% | 0.05% | -6.1% |
Q4 2021 | $1,722,000 | +8.6% | 6,204 | -0.3% | 0.05% | -12.5% |
Q3 2021 | $1,585,000 | -0.4% | 6,220 | 0.0% | 0.06% | -3.4% |
Q2 2021 | $1,592,000 | +5.4% | 6,220 | -2.3% | 0.06% | -1.7% |
Q1 2021 | $1,511,000 | +4.7% | 6,369 | -1.3% | 0.06% | 0.0% |
Q4 2020 | $1,443,000 | +13.2% | 6,454 | -0.9% | 0.06% | +1.7% |
Q3 2020 | $1,275,000 | +8.7% | 6,515 | 0.0% | 0.06% | -1.7% |
Q2 2020 | $1,173,000 | +21.4% | 6,515 | 0.0% | 0.06% | 0.0% |
Q1 2020 | $966,000 | -21.3% | 6,515 | 0.0% | 0.06% | -6.3% |
Q4 2019 | $1,228,000 | +8.5% | 6,515 | 0.0% | 0.06% | -1.6% |
Q3 2019 | $1,132,000 | -1.1% | 6,515 | 0.0% | 0.06% | -1.5% |
Q2 2019 | $1,145,000 | +455.8% | 6,515 | +428.0% | 0.06% | +441.7% |
Q1 2019 | $206,000 | +7.9% | 1,234 | -5.0% | 0.01% | -7.7% |
Q4 2018 | $191,000 | -14.7% | 1,299 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $224,000 | +1.8% | 1,299 | -4.3% | 0.01% | -7.1% |
Q2 2018 | $220,000 | +3.8% | 1,357 | 0.0% | 0.01% | +7.7% |
Q1 2018 | $212,000 | -9.4% | 1,357 | -8.2% | 0.01% | -7.1% |
Q4 2017 | $234,000 | -25.9% | 1,478 | -30.2% | 0.01% | -30.0% |
Q3 2017 | $316,000 | -4.0% | 2,118 | -7.1% | 0.02% | -9.1% |
Q2 2017 | $329,000 | -0.3% | 2,281 | -3.2% | 0.02% | 0.0% |
Q1 2017 | $330,000 | -6.8% | 2,356 | -11.6% | 0.02% | -8.3% |
Q4 2016 | $354,000 | +3.5% | 2,665 | 0.0% | 0.02% | -4.0% |
Q3 2016 | $342,000 | -1.2% | 2,665 | -4.5% | 0.02% | -3.8% |
Q2 2016 | $346,000 | +1.2% | 2,792 | -1.3% | 0.03% | -3.7% |
Q1 2016 | $342,000 | -37.8% | 2,828 | -38.1% | 0.03% | -40.0% |
Q4 2015 | $550,000 | +5.8% | 4,569 | 0.0% | 0.04% | 0.0% |
Q3 2015 | $520,000 | -8.0% | 4,569 | +0.2% | 0.04% | +2.3% |
Q2 2015 | $565,000 | +908.9% | 4,558 | +811.6% | 0.04% | +780.0% |
Q1 2014 | $56,000 | – | 500 | – | 0.01% | – |
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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% |