ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $721,212 | -3.7% | 2,943 | 0.0% | 0.30% | -10.4% |
| Q2 2023 | $748,935 | -7.9% | 2,943 | -14.8% | 0.34% | -9.9% |
| Q1 2023 | $812,871 | +6.7% | 3,453 | 0.0% | 0.37% | +1.9% |
| Q4 2022 | $762,008 | +6.6% | 3,453 | 0.0% | 0.37% | -22.7% |
| Q3 2022 | $715,000 | +6.6% | 3,453 | +0.7% | 0.48% | -15.3% |
| Q3 2020 | $671,000 | +8.8% | 3,428 | 0.0% | 0.56% | -1.6% |
| Q2 2020 | $617,000 | +21.5% | 3,428 | 0.0% | 0.57% | -10.2% |
| Q1 2020 | $508,000 | -5.8% | 3,428 | -19.2% | 0.64% | -18.4% |
| Q3 2016 | $539,000 | – | 4,243 | – | 0.78% | – |
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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% |