ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,074,678 | -0.5% | 8,466 | +3.3% | 1.27% | +5.5% |
| Q2 2023 | $2,085,209 | +9.8% | 8,194 | +1.6% | 1.20% | +1.2% |
| Q1 2023 | $1,898,582 | +7.0% | 8,065 | +0.3% | 1.19% | +1.5% |
| Q4 2022 | $1,773,605 | +11.6% | 8,037 | +4.7% | 1.17% | +5.2% |
| Q3 2022 | $1,589,000 | -4.4% | 7,674 | +0.4% | 1.11% | 0.0% |
| Q2 2022 | $1,662,000 | -16.0% | 7,646 | +1.4% | 1.11% | +3.3% |
| Q1 2022 | $1,978,000 | +9.9% | 7,538 | +16.3% | 1.08% | +20.8% |
| Q4 2021 | $1,799,000 | +6.9% | 6,483 | -1.8% | 0.89% | +2.1% |
| Q3 2021 | $1,683,000 | -2.9% | 6,604 | -2.5% | 0.87% | -0.3% |
| Q2 2021 | $1,734,000 | +8.0% | 6,775 | +0.1% | 0.88% | +3.1% |
| Q1 2021 | $1,606,000 | +6.7% | 6,770 | +0.6% | 0.85% | -3.6% |
| Q4 2020 | $1,505,000 | +13.8% | 6,732 | -0.4% | 0.88% | -6.8% |
| Q3 2020 | $1,322,000 | +4.0% | 6,757 | -4.3% | 0.94% | -4.5% |
| Q2 2020 | $1,271,000 | -3.9% | 7,057 | -20.8% | 0.99% | -25.2% |
| Q1 2020 | $1,322,000 | – | 8,912 | – | 1.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evensky & Katz LLC | 1,196,624 | $143,965,000 | 34.48% |
| SCS Capital Management LLC | 5,359,766 | $644,833,000 | 28.86% |
| Tanglewood Wealth Management, Inc. | 541,936 | $65,200,000 | 25.83% |
| PITCAIRN CO | 1,012,359 | $121,797,000 | 13.53% |
| Wind River Trust Co | 158,385 | $19,055,000 | 13.25% |
| GM Advisory Group, LLC | 211,036 | $25,390,000 | 12.75% |
| Stairway Partners, LLC | 207,189 | $24,927,000 | 11.34% |
| Compass Financial Group, Inc. | 95,386 | $11,476,000 | 11.28% |
| Threshold Group LLC | 62,380 | $7,505,000 | 9.93% |
| McCutchen Group LLC | 150,169 | $18,067,000 | 9.11% |