ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.37 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,044,936 | +95853.7% | 4,264 | -0.3% | 0.02% | -4.5% |
Q2 2023 | $1,089 | +8.1% | 4,278 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $1,007 | +6.7% | 4,278 | 0.0% | 0.02% | +4.8% |
Q4 2022 | $944 | -99.9% | 4,278 | 0.0% | 0.02% | -4.5% |
Q3 2022 | $886,000 | -4.7% | 4,278 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $930,000 | -17.1% | 4,278 | 0.0% | 0.02% | -4.3% |
Q1 2022 | $1,122,000 | -5.5% | 4,278 | 0.0% | 0.02% | -4.2% |
Q4 2021 | $1,187,000 | +8.9% | 4,278 | 0.0% | 0.02% | +4.3% |
Q3 2021 | $1,090,000 | -2.7% | 4,278 | -2.3% | 0.02% | -4.2% |
Q2 2021 | $1,120,000 | +5.7% | 4,378 | -2.0% | 0.02% | -4.0% |
Q1 2021 | $1,060,000 | +26.9% | 4,468 | +19.6% | 0.02% | +19.0% |
Q4 2020 | $835,000 | +14.2% | 3,736 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $731,000 | +8.6% | 3,736 | 0.0% | 0.02% | -4.5% |
Q2 2020 | $673,000 | +21.5% | 3,736 | 0.0% | 0.02% | -12.0% |
Q1 2020 | $554,000 | -22.7% | 3,736 | -1.7% | 0.02% | -3.8% |
Q4 2019 | $717,000 | +8.5% | 3,802 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $661,000 | +8.7% | 3,802 | +7.8% | 0.03% | +4.0% |
Q2 2019 | $608,000 | +3.4% | 3,527 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $588,000 | +13.5% | 3,527 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $518,000 | -6.0% | 3,527 | +10.3% | 0.02% | +4.2% |
Q3 2018 | $551,000 | +6.4% | 3,197 | +0.2% | 0.02% | 0.0% |
Q2 2018 | $518,000 | +4.9% | 3,192 | +1.1% | 0.02% | 0.0% |
Q1 2018 | $494,000 | -1.2% | 3,158 | 0.0% | 0.02% | +4.3% |
Q4 2017 | $500,000 | +6.2% | 3,158 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $471,000 | +3.5% | 3,158 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $455,000 | +2.9% | 3,158 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $442,000 | +5.2% | 3,158 | 0.0% | 0.02% | +4.5% |
Q4 2016 | $420,000 | -5.8% | 3,158 | -12.2% | 0.02% | -18.5% |
Q2 2016 | $446,000 | +14.9% | 3,598 | +12.2% | 0.03% | +12.5% |
Q1 2016 | $388,000 | +0.5% | 3,208 | 0.0% | 0.02% | -4.0% |
Q4 2015 | $386,000 | +22.5% | 3,208 | +15.9% | 0.02% | +13.6% |
Q3 2015 | $315,000 | -8.2% | 2,768 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $343,000 | 0.0% | 2,768 | 0.0% | 0.02% | +4.8% |
Q1 2015 | $343,000 | -22.4% | 2,768 | -23.4% | 0.02% | -25.0% |
Q4 2014 | $442,000 | +4.7% | 3,612 | 0.0% | 0.03% | -6.7% |
Q3 2014 | $422,000 | -0.7% | 3,612 | 0.0% | 0.03% | 0.0% |
Q2 2014 | $425,000 | -32.2% | 3,612 | -35.3% | 0.03% | -33.3% |
Q1 2014 | $627,000 | +1.6% | 5,580 | 0.0% | 0.04% | -2.2% |
Q4 2013 | $617,000 | +117.3% | 5,580 | +98.4% | 0.05% | +100.0% |
Q3 2013 | $284,000 | +4.8% | 2,812 | 0.0% | 0.02% | 0.0% |
Q2 2013 | $271,000 | – | 2,812 | – | 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% |