ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $64,000 | +1500.0% | 252 | +1475.0% | 0.00% | – |
| Q4 2020 | $4,000 | -93.0% | 16 | -94.5% | 0.00% | – |
| Q3 2020 | $57,000 | -90.6% | 293 | -91.3% | 0.00% | – |
| Q2 2020 | $605,000 | +1187.2% | 3,360 | +1121.8% | 0.00% | – |
| Q3 2019 | $47,000 | -78.9% | 275 | -78.8% | 0.00% | – |
| Q2 2019 | $223,000 | -69.2% | 1,296 | -69.1% | 0.00% | – |
| Q3 2018 | $723,000 | +5.4% | 4,197 | -0.8% | 0.00% | – |
| Q2 2018 | $686,000 | -30.1% | 4,229 | -32.7% | 0.00% | – |
| Q1 2018 | $982,000 | -94.8% | 6,287 | -95.9% | 0.00% | -100.0% |
| Q4 2014 | $18,959,000 | +25.8% | 155,040 | +20.1% | 0.01% | +33.3% |
| Q3 2014 | $15,075,000 | -0.5% | 129,081 | +0.3% | 0.01% | -10.0% |
| Q2 2014 | $15,154,000 | +116469.2% | 128,712 | +108061.3% | 0.01% | – |
| Q1 2014 | $13,000 | – | 119 | – | 0.00% | – |
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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% |