ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613,876 | -3.7% | 2,505 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $637,473 | -18.0% | 2,505 | -24.2% | 0.04% | -22.2% |
| Q1 2023 | $777,795 | +5.7% | 3,304 | -0.9% | 0.04% | -2.2% |
| Q4 2022 | $735,747 | +3.5% | 3,334 | -3.0% | 0.05% | -2.1% |
| Q3 2022 | $711,000 | -1.9% | 3,436 | +3.1% | 0.05% | +6.8% |
| Q2 2022 | $725,000 | -17.1% | 3,334 | 0.0% | 0.04% | -4.3% |
| Q1 2022 | $875,000 | -6.0% | 3,334 | -0.6% | 0.05% | -2.1% |
| Q4 2021 | $931,000 | +17.3% | 3,355 | +7.7% | 0.05% | +4.4% |
| Q3 2021 | $794,000 | -0.4% | 3,114 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $797,000 | +7.8% | 3,114 | 0.0% | 0.05% | -6.1% |
| Q1 2021 | $739,000 | -93.6% | 3,114 | +2865.7% | 0.05% | +4800.0% |
| Q4 2013 | $11,618,000 | -44.0% | 105 | -48.8% | 0.00% | -50.0% |
| Q3 2013 | $20,734,000 | +62730.3% | 205 | -40.6% | 0.00% | -50.0% |
| Q2 2013 | $33,000 | – | 345 | – | 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% |