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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,539 | -3.3% | 6,281 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $1,591 | +1.2% | 6,255 | -6.4% | 0.02% | -21.1% |
| Q1 2023 | $1,572 | +58.8% | 6,680 | +48.8% | 0.02% | +35.7% |
| Q4 2022 | $990 | -99.9% | 4,490 | +1.7% | 0.01% | +40.0% |
| Q3 2022 | $914,000 | -31.4% | 4,415 | -28.0% | 0.01% | -33.3% |
| Q2 2022 | $1,333,000 | +8.5% | 6,134 | +30.9% | 0.02% | +66.7% |
| Q1 2022 | $1,229,000 | -30.9% | 4,685 | -26.9% | 0.01% | -10.0% |
| Q4 2021 | $1,778,000 | +24.1% | 6,410 | +14.0% | 0.01% | +11.1% |
| Q3 2021 | $1,433,000 | -11.2% | 5,624 | -10.9% | 0.01% | -40.0% |
| Q2 2021 | $1,614,000 | +0.2% | 6,310 | -7.1% | 0.02% | -6.2% |
| Q1 2021 | $1,611,000 | +16.1% | 6,795 | +9.5% | 0.02% | -42.9% |
| Q4 2020 | $1,387,000 | -97.6% | 6,208 | -97.9% | 0.03% | -98.3% |
| Q3 2020 | $57,705,000 | +73.9% | 294,850 | +60.0% | 1.68% | +68.1% |
| Q2 2020 | $33,185,000 | +123.7% | 184,300 | +84.3% | 1.00% | +4.3% |
| Q1 2020 | $14,833,000 | +4043.3% | 100,000 | +4710.0% | 0.96% | +4056.5% |
| Q2 2019 | $358,000 | -85.4% | 2,079 | -89.5% | 0.02% | -98.0% |
| Q2 2015 | $2,457,000 | – | 19,819 | – | 1.16% | – |
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% |