ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $171,542 | -3.7% | 700 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $178,136 | +8.1% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $164,787 | +6.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $154,476 | +6.5% | 700 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $145,000 | -4.6% | 700 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $152,000 | -17.4% | 700 | 0.0% | 0.02% | -11.8% |
| Q1 2022 | $184,000 | -5.2% | 700 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $194,000 | +10.9% | 700 | 0.0% | 0.02% | -19.0% |
| Q3 2021 | $175,000 | -2.2% | 700 | 0.0% | 0.02% | +23.5% |
| Q2 2021 | $179,000 | – | 700 | – | 0.02% | – |
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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% |