ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,590 | -72.1% | 1,500 | -75.3% | 0.01% | -78.4% |
| Q2 2022 | $1,318,000 | +31.9% | 6,065 | +68.5% | 0.04% | -9.8% |
| Q4 2021 | $999,000 | +129.7% | 3,600 | +111.8% | 0.04% | +173.3% |
| Q2 2021 | $435,000 | +22.2% | 1,700 | +13.3% | 0.02% | -25.0% |
| Q1 2021 | $356,000 | -75.9% | 1,500 | -81.7% | 0.02% | -81.1% |
| Q2 2020 | $1,476,000 | +80.0% | 8,200 | +66.7% | 0.11% | -22.6% |
| Q1 2019 | $820,000 | +56.2% | 4,920 | +61.4% | 0.14% | +50.5% |
| Q3 2018 | $525,000 | -56.7% | 3,048 | -60.3% | 0.09% | +16.7% |
| Q4 2017 | $1,213,000 | – | 7,671 | – | 0.08% | – |
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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% |