ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,749,225 | -10.5% | 11,219 | -7.1% | 0.15% | -0.7% |
| Q2 2023 | $3,072,994 | +7.4% | 12,076 | -0.6% | 0.15% | -0.6% |
| Q1 2023 | $2,860,922 | +6.5% | 12,153 | -0.1% | 0.15% | +1.3% |
| Q4 2022 | $2,685,242 | +1.4% | 12,168 | -4.9% | 0.15% | -9.0% |
| Q3 2022 | $2,648,000 | -5.0% | 12,791 | -0.2% | 0.17% | +5.0% |
| Q2 2022 | $2,786,000 | -27.0% | 12,814 | -11.8% | 0.16% | -24.6% |
| Q1 2022 | $3,814,000 | -4.7% | 14,535 | +0.7% | 0.21% | -5.8% |
| Q4 2021 | $4,003,000 | +8.9% | 14,427 | +0.0% | 0.22% | +0.4% |
| Q3 2021 | $3,676,000 | -0.4% | 14,425 | 0.0% | 0.22% | -0.9% |
| Q2 2021 | $3,692,000 | +1.0% | 14,425 | -6.4% | 0.22% | -5.5% |
| Q1 2021 | $3,655,000 | -3.2% | 15,406 | -8.8% | 0.24% | -5.6% |
| Q4 2020 | $3,774,000 | +12.8% | 16,884 | -1.2% | 0.25% | -0.8% |
| Q3 2020 | $3,346,000 | +1.1% | 17,095 | -7.0% | 0.25% | -3.8% |
| Q2 2020 | $3,310,000 | +16.3% | 18,381 | -4.2% | 0.26% | -2.2% |
| Q1 2020 | $2,845,000 | -22.1% | 19,183 | -1.0% | 0.27% | -18.4% |
| Q4 2019 | $3,654,000 | – | 19,384 | – | 0.33% | – |
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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% |