ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $343,084 | -3.7% | 1,400 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $356,272 | +8.1% | 1,400 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $329,574 | +6.7% | 1,400 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $308,952 | +6.5% | 1,400 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $290,000 | -4.6% | 1,400 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $304,000 | -17.2% | 1,400 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $367,000 | -5.7% | 1,400 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $389,000 | +9.0% | 1,400 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $357,000 | -50.1% | 1,400 | -20.4% | 0.00% | 0.0% |
Q2 2021 | $716,000 | +115.7% | 1,758 | +25.6% | 0.00% | 0.0% |
Q1 2021 | $332,000 | +6.1% | 1,400 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $313,000 | +14.2% | 1,400 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $274,000 | +5.0% | 1,400 | -3.4% | 0.00% | 0.0% |
Q2 2020 | $261,000 | +6.5% | 1,450 | -12.1% | 0.00% | -20.0% |
Q1 2020 | $245,000 | -25.8% | 1,650 | -5.7% | 0.01% | 0.0% |
Q4 2019 | $330,000 | +8.6% | 1,750 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $304,000 | +0.7% | 1,750 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $302,000 | +3.4% | 1,750 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $292,000 | +2.1% | 1,750 | -10.3% | 0.01% | -16.7% |
Q4 2018 | $286,000 | -14.9% | 1,950 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $336,000 | +0.9% | 1,950 | -4.9% | 0.01% | -14.3% |
Q2 2018 | $333,000 | +4.1% | 2,050 | 0.0% | 0.01% | +16.7% |
Q1 2018 | $320,000 | +55.3% | 2,050 | +57.7% | 0.01% | +50.0% |
Q4 2017 | $206,000 | – | 1,300 | – | 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% |