ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $263,000 | -5.7% | 1,004 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $279,000 | +14.8% | 1,004 | +5.1% | 0.05% | +4.3% |
| Q3 2021 | $243,000 | -11.3% | 955 | -10.7% | 0.05% | -11.3% |
| Q2 2021 | $274,000 | -81.1% | 1,070 | -91.9% | 0.05% | -94.2% |
| Q4 2013 | $1,453,000 | +9.4% | 13,135 | 0.0% | 0.91% | +2.4% |
| Q3 2013 | $1,328,000 | – | 13,135 | – | 0.89% | – |
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% |