ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 360 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.43 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $32,284,225 | -0.2% | 125,050 | -1.5% | 0.01% | 0.0% |
Q2 2023 | $32,333,185 | +1.7% | 126,916 | -11.6% | 0.01% | -21.4% |
Q4 2022 | $31,780,965 | +75.9% | 143,649 | +78.4% | 0.01% | +75.0% |
Q3 2022 | $18,069,000 | +64.4% | 80,515 | +64.3% | 0.01% | +60.0% |
Q2 2022 | $10,994,000 | +16.7% | 49,001 | +39.5% | 0.01% | 0.0% |
Q1 2022 | $9,423,000 | -5.8% | 35,138 | -1.6% | 0.01% | 0.0% |
Q4 2021 | $9,999,000 | +109.1% | 35,718 | +100.1% | 0.01% | +150.0% |
Q3 2021 | $4,782,000 | +1.3% | 17,852 | -3.0% | 0.00% | 0.0% |
Q2 2021 | $4,719,000 | +1616.0% | 18,398 | +1538.3% | 0.00% | – |
Q1 2021 | $275,000 | -58.5% | 1,123 | -61.4% | 0.00% | – |
Q4 2020 | $663,000 | +18.0% | 2,911 | +2.1% | 0.00% | – |
Q3 2020 | $562,000 | +0.9% | 2,851 | -6.0% | 0.00% | -100.0% |
Q2 2020 | $557,000 | +25.2% | 3,034 | -1.8% | 0.00% | 0.0% |
Q1 2020 | $445,000 | -17.3% | 3,090 | +8.3% | 0.00% | – |
Q4 2019 | $538,000 | -27.5% | 2,852 | -33.3% | 0.00% | -100.0% |
Q3 2019 | $742,000 | -75.5% | 4,273 | -75.7% | 0.00% | -66.7% |
Q2 2019 | $3,026,000 | +6.9% | 17,555 | +3.4% | 0.00% | +50.0% |
Q1 2019 | $2,831,000 | +10.5% | 16,981 | -2.6% | 0.00% | 0.0% |
Q4 2018 | $2,561,000 | +11.1% | 17,432 | +30.3% | 0.00% | 0.0% |
Q3 2018 | $2,305,000 | +22.0% | 13,376 | +15.0% | 0.00% | 0.0% |
Q2 2018 | $1,889,000 | +3.8% | 11,636 | -0.0% | 0.00% | 0.0% |
Q1 2018 | $1,820,000 | -29.3% | 11,637 | -28.5% | 0.00% | 0.0% |
Q4 2017 | $2,576,000 | +0.5% | 16,279 | -5.2% | 0.00% | 0.0% |
Q3 2017 | $2,563,000 | +5.4% | 17,174 | +1.7% | 0.00% | 0.0% |
Q2 2017 | $2,431,000 | +2.7% | 16,881 | -0.2% | 0.00% | 0.0% |
Q1 2017 | $2,366,000 | +9.6% | 16,907 | +2.8% | 0.00% | 0.0% |
Q4 2016 | $2,158,000 | +8.9% | 16,449 | +6.4% | 0.00% | 0.0% |
Q3 2016 | $1,982,000 | -10.6% | 15,464 | -13.5% | 0.00% | -33.3% |
Q2 2016 | $2,217,000 | -47.4% | 17,884 | -48.7% | 0.00% | -25.0% |
Q1 2016 | $4,216,000 | -0.7% | 34,879 | -1.2% | 0.00% | -20.0% |
Q4 2015 | $4,247,000 | +33.3% | 35,297 | +26.2% | 0.01% | +25.0% |
Q3 2015 | $3,186,000 | -3.5% | 27,978 | +5.0% | 0.00% | 0.0% |
Q2 2015 | $3,303,000 | +2.8% | 26,643 | +2.7% | 0.00% | 0.0% |
Q1 2015 | $3,213,000 | +1.7% | 25,941 | +0.4% | 0.00% | 0.0% |
Q4 2014 | $3,160,000 | -28.9% | 25,839 | -32.1% | 0.00% | -20.0% |
Q3 2014 | $4,442,000 | -5.8% | 38,042 | -5.0% | 0.01% | 0.0% |
Q2 2014 | $4,716,000 | -5.6% | 40,060 | -9.9% | 0.01% | -16.7% |
Q1 2014 | $4,994,000 | -7.2% | 44,461 | -8.6% | 0.01% | -14.3% |
Q4 2013 | $5,382,000 | +34.3% | 48,639 | +22.8% | 0.01% | +16.7% |
Q3 2013 | $4,007,000 | +4.3% | 39,609 | -0.6% | 0.01% | -14.3% |
Q2 2013 | $3,841,000 | – | 39,839 | – | 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% |