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 | $51,780 | +7.1% | 220 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $48,366 | +7.5% | 219 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $45,000 | -4.3% | 217 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -17.5% | 217 | +0.5% | 0.00% | -20.0% |
| Q1 2022 | $57,000 | -5.0% | 216 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $60,000 | +9.1% | 216 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $55,000 | 0.0% | 214 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $55,000 | +7.8% | 214 | +0.5% | 0.01% | -16.7% |
| Q1 2021 | $51,000 | +6.2% | 213 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $48,000 | +14.3% | 213 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $42,000 | +10.5% | 213 | +0.5% | 0.01% | 0.0% |
| Q2 2020 | $38,000 | +22.6% | 212 | +1.0% | 0.01% | -11.1% |
| Q1 2020 | $31,000 | -22.5% | 210 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $40,000 | +11.1% | 210 | 0.0% | 0.01% | -15.4% |
| Q3 2019 | $36,000 | 0.0% | 210 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $36,000 | +2.9% | 210 | 0.0% | 0.01% | -17.6% |
| Q1 2019 | $35,000 | +12.9% | 210 | 0.0% | 0.02% | +6.2% |
| Q4 2018 | $31,000 | – | 210 | – | 0.02% | – |
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% |