ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,756,183 | -80.5% | 11,210 | -79.8% | 0.01% | -76.4% |
Q2 2023 | $14,128,022 | +10.6% | 55,517 | +2.3% | 0.06% | +83.3% |
Q1 2023 | $12,775,938 | -5.2% | 54,271 | -11.2% | 0.03% | -65.1% |
Q4 2022 | $13,481,235 | -33.6% | 61,090 | -37.7% | 0.09% | -64.8% |
Q3 2022 | $20,310,000 | -2.7% | 98,098 | +2.1% | 0.24% | +5.6% |
Q2 2022 | $20,883,000 | -13.7% | 96,061 | +4.1% | 0.23% | -38.6% |
Q1 2022 | $24,202,000 | +910.1% | 92,246 | +968.4% | 0.38% | +944.4% |
Q4 2021 | $2,396,000 | +364.3% | 8,634 | +326.8% | 0.04% | +227.3% |
Q3 2021 | $516,000 | -3.9% | 2,023 | -3.7% | 0.01% | -8.3% |
Q2 2021 | $537,000 | +19.3% | 2,100 | +10.8% | 0.01% | +9.1% |
Q1 2021 | $450,000 | -46.8% | 1,895 | -49.9% | 0.01% | -59.3% |
Q4 2020 | $846,000 | +293.5% | 3,785 | +159.2% | 0.03% | +92.9% |
Q4 2018 | $215,000 | – | 1,460 | – | 0.01% | – |
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% |