ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,812 | -3.7% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,342 | +8.4% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,233 | +110175.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12 | -99.9% | 56 | +1.8% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | -64.3% | 55 | -77.2% | 0.00% | -83.3% |
| Q1 2019 | $42,000 | +10.5% | 241 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $38,000 | -2.6% | 240 | +0.8% | 0.01% | -14.3% |
| Q3 2018 | $39,000 | -53.0% | 238 | -52.4% | 0.01% | -41.7% |
| Q2 2018 | $83,000 | +5.1% | 500 | +0.4% | 0.01% | 0.0% |
| Q1 2018 | $79,000 | – | 498 | – | 0.01% | – |
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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% |