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 | $1,658,321 | +2.0% | 6,767 | +6.0% | 0.02% | +4.3% |
Q2 2023 | $1,625,109 | +7.6% | 6,386 | -0.5% | 0.02% | -4.2% |
Q1 2023 | $1,510,155 | +14.6% | 6,415 | +7.4% | 0.02% | +4.3% |
Q4 2022 | $1,317,680 | +3.5% | 5,971 | -2.9% | 0.02% | -8.0% |
Q3 2022 | $1,273,000 | -4.8% | 6,148 | -0.0% | 0.02% | -3.8% |
Q2 2022 | $1,337,000 | -11.9% | 6,150 | +6.4% | 0.03% | +4.0% |
Q1 2022 | $1,517,000 | -6.7% | 5,782 | -1.3% | 0.02% | -3.8% |
Q4 2021 | $1,626,000 | +17.6% | 5,859 | +8.0% | 0.03% | +8.3% |
Q3 2021 | $1,383,000 | +13.2% | 5,426 | +13.6% | 0.02% | +14.3% |
Q2 2021 | $1,222,000 | +15.3% | 4,776 | +6.9% | 0.02% | -4.5% |
Q1 2021 | $1,060,000 | -3.9% | 4,469 | -9.4% | 0.02% | -12.0% |
Q4 2020 | $1,103,000 | +9.4% | 4,935 | -4.2% | 0.02% | -3.8% |
Q3 2020 | $1,008,000 | +8.7% | 5,151 | +0.1% | 0.03% | -3.7% |
Q2 2020 | $927,000 | +13.0% | 5,146 | -6.9% | 0.03% | -6.9% |
Q1 2020 | $820,000 | -23.4% | 5,529 | -2.7% | 0.03% | -6.5% |
Q4 2019 | $1,071,000 | – | 5,682 | – | 0.03% | – |
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% |