ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 349 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $387,000 | +3.5% | 2,244 | 0.0% | 0.04% | +4.8% |
| Q1 2019 | $374,000 | +13.3% | 2,244 | 0.0% | 0.04% | +2.4% |
| Q4 2018 | $330,000 | -11.3% | 2,244 | +3.9% | 0.04% | +5.1% |
| Q3 2018 | $372,000 | +6.3% | 2,159 | 0.0% | 0.04% | +2.6% |
| Q2 2018 | $350,000 | +2.0% | 2,159 | -1.6% | 0.04% | +2.7% |
| Q1 2018 | $343,000 | -1.2% | 2,194 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $347,000 | +2.4% | 2,194 | -3.3% | 0.04% | -2.6% |
| Q3 2017 | $339,000 | -11.7% | 2,269 | -15.0% | 0.04% | -9.5% |
| Q2 2017 | $384,000 | -6.6% | 2,669 | -9.2% | 0.04% | -8.7% |
| Q1 2017 | $411,000 | +2.2% | 2,941 | -2.6% | 0.05% | 0.0% |
| Q4 2016 | $402,000 | +4.1% | 3,021 | +0.4% | 0.05% | -11.5% |
| Q3 2016 | $386,000 | +3.5% | 3,010 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $373,000 | +1.4% | 3,010 | -1.2% | 0.05% | 0.0% |
| Q1 2016 | $368,000 | +0.3% | 3,047 | 0.0% | 0.05% | +2.0% |
| Q4 2015 | $367,000 | +7.6% | 3,047 | +1.7% | 0.05% | +4.1% |
| Q3 2015 | $341,000 | -8.3% | 2,997 | 0.0% | 0.05% | 0.0% |
| Q2 2015 | $372,000 | -18.4% | 2,997 | -18.6% | 0.05% | -18.3% |
| Q1 2015 | $456,000 | +1.3% | 3,680 | 0.0% | 0.06% | +1.7% |
| Q4 2014 | $450,000 | – | 3,680 | – | 0.06% | – |
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% |