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 | $44,375 | +22.7% | 181 | +27.5% | 0.03% | +26.1% |
| Q2 2023 | $36,157 | +8.1% | 142 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $33,447 | +6.7% | 142 | 0.0% | 0.02% | -4.0% |
| Q4 2022 | $31,354 | +8.1% | 142 | 0.0% | 0.02% | -16.7% |
| Q3 2022 | $29,000 | -6.5% | 142 | +0.7% | 0.03% | +3.4% |
| Q2 2022 | $31,000 | -16.2% | 141 | 0.0% | 0.03% | -6.5% |
| Q1 2022 | $37,000 | -5.1% | 141 | 0.0% | 0.03% | -6.1% |
| Q4 2021 | $39,000 | – | 141 | – | 0.03% | – |
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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% |