ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $438,658 | -3.7% | 1,790 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $455,520 | +8.1% | 1,790 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $421,384 | +6.7% | 1,790 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $395,017 | +6.5% | 1,790 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $371,000 | -4.6% | 1,790 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $389,000 | -17.2% | 1,790 | 0.0% | 0.01% | -9.1% |
Q1 2022 | $470,000 | -5.4% | 1,790 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $497,000 | +9.0% | 1,790 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $456,000 | -0.4% | 1,790 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $458,000 | +7.8% | 1,790 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $425,000 | +6.2% | 1,790 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $400,000 | +14.3% | 1,790 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $350,000 | +8.7% | 1,790 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $322,000 | +21.1% | 1,790 | 0.0% | 0.01% | +10.0% |
Q1 2020 | $266,000 | -32.1% | 1,790 | -13.9% | 0.01% | -23.1% |
Q4 2019 | $392,000 | +8.6% | 2,079 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $361,000 | -7.4% | 2,079 | -8.2% | 0.01% | -7.1% |
Q2 2019 | $390,000 | +584.2% | 2,265 | +482.3% | 0.01% | -91.6% |
Q4 2018 | $57,000 | -85.9% | 389 | -83.4% | 0.17% | +827.8% |
Q3 2018 | $405,000 | -56.8% | 2,347 | -59.4% | 0.02% | -55.0% |
Q2 2018 | $938,000 | +18.1% | 5,779 | +13.8% | 0.04% | +21.2% |
Q1 2018 | $794,000 | +49.8% | 5,079 | +51.6% | 0.03% | +57.1% |
Q4 2017 | $530,000 | – | 3,350 | – | 0.02% | – |
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% |