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 | $3,514,900 | +3720.5% | 14,343 | +3596.6% | 0.16% | +3900.0% |
| Q1 2021 | $92,000 | +5.7% | 388 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $87,000 | +262.5% | 388 | +218.0% | 0.00% | +100.0% |
| Q3 2020 | $24,000 | -7.7% | 122 | -15.3% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | 0.0% | 144 | -12.2% | 0.00% | -33.3% |
| Q1 2020 | $26,000 | -16.1% | 164 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $31,000 | +10.7% | 164 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $28,000 | 0.0% | 164 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $28,000 | +3.7% | 164 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $27,000 | +50.0% | 164 | +34.4% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -5.3% | 122 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | +137.5% | 122 | +171.1% | 0.00% | +200.0% |
| Q2 2018 | $8,000 | +14.3% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% |
| Q3 2017 | $7,000 | – | 45 | – | 0.00% | – |
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% |