ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $647 | -3.7% | 2,641 | 0.0% | 0.39% | +44.9% |
Q2 2023 | $672 | -32.4% | 2,641 | -37.4% | 0.27% | -32.9% |
Q1 2023 | $994 | +6.8% | 4,221 | 0.0% | 0.40% | +10.6% |
Q4 2022 | $931 | -99.9% | 4,221 | 0.0% | 0.36% | +0.6% |
Q3 2022 | $874,000 | -43.3% | 4,221 | -29.9% | 0.36% | -49.6% |
Q2 2021 | $1,541,000 | +16.2% | 6,021 | -11.1% | 0.71% | +16.2% |
Q3 2020 | $1,326,000 | +8.7% | 6,776 | 0.0% | 0.61% | +3.0% |
Q2 2020 | $1,220,000 | +2.6% | 6,776 | -15.5% | 0.59% | +0.8% |
Q1 2020 | $1,189,000 | -21.3% | 8,015 | 0.0% | 0.59% | +4.2% |
Q4 2019 | $1,511,000 | – | 8,015 | – | 0.56% | – |
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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% |