ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $268,000 | -4.6% | 1,293 | 0.0% | 0.03% | -5.6% |
| Q2 2022 | $281,000 | -17.1% | 1,293 | 0.0% | 0.04% | -16.3% |
| Q1 2022 | $339,000 | -5.6% | 1,293 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $359,000 | +8.8% | 1,293 | 0.0% | 0.04% | +4.9% |
| Q3 2021 | $330,000 | -2.9% | 1,293 | 0.0% | 0.04% | +2.5% |
| Q2 2021 | $340,000 | +10.7% | 1,293 | 0.0% | 0.04% | +8.1% |
| Q1 2021 | $307,000 | +6.2% | 1,293 | 0.0% | 0.04% | -2.6% |
| Q4 2020 | $289,000 | +14.2% | 1,293 | 0.0% | 0.04% | +8.6% |
| Q3 2020 | $253,000 | +8.6% | 1,293 | 0.0% | 0.04% | +6.1% |
| Q2 2020 | $233,000 | +0.9% | 1,293 | -16.8% | 0.03% | -13.2% |
| Q1 2020 | $231,000 | -21.2% | 1,555 | 0.0% | 0.04% | -2.6% |
| Q4 2019 | $293,000 | +8.5% | 1,555 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $270,000 | +0.7% | 1,555 | 0.0% | 0.04% | +5.4% |
| Q2 2019 | $268,000 | +3.5% | 1,555 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $259,000 | +13.6% | 1,555 | 0.0% | 0.04% | +5.7% |
| Q4 2018 | $228,000 | -14.9% | 1,555 | 0.0% | 0.04% | -5.4% |
| Q3 2018 | $268,000 | +6.3% | 1,555 | 0.0% | 0.04% | +8.8% |
| Q2 2018 | $252,000 | +3.7% | 1,555 | 0.0% | 0.03% | +3.0% |
| Q1 2018 | $243,000 | -1.2% | 1,555 | 0.0% | 0.03% | +3.1% |
| Q4 2017 | $246,000 | +6.0% | 1,555 | 0.0% | 0.03% | +3.2% |
| Q3 2017 | $232,000 | +3.6% | 1,555 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $224,000 | +2.8% | 1,555 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $218,000 | +5.3% | 1,555 | 0.0% | 0.03% | +3.3% |
| Q4 2016 | $207,000 | – | 1,555 | – | 0.03% | – |
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% |