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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,442 | -99.8% | 6,125 | +82.3% | 0.11% | +282.8% |
| Q1 2021 | $838,000 | +14.8% | 3,359 | +2.9% | 0.03% | -6.5% |
| Q4 2020 | $730,000 | +34.7% | 3,264 | +17.9% | 0.03% | +14.8% |
| Q3 2020 | $542,000 | +26.0% | 2,768 | +15.9% | 0.03% | +12.5% |
| Q2 2020 | $430,000 | +8.9% | 2,389 | -10.3% | 0.02% | -17.2% |
| Q1 2020 | $395,000 | +59.3% | 2,664 | +102.4% | 0.03% | +52.6% |
| Q4 2019 | $248,000 | +8.3% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $229,000 | +213.7% | 1,316 | +150.2% | 0.02% | -20.8% |
| Q4 2016 | $73,000 | – | 526 | – | 0.02% | – |
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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% |