ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 457 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,799 | -3.3% | 369 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $93,903 | +8.1% | 369 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $86,866 | +865.2% | 369 | +846.2% | 0.01% | +600.0% |
| Q1 2021 | $9,000 | -75.7% | 39 | -79.6% | 0.00% | -84.6% |
| Q3 2020 | $37,000 | +428.6% | 191 | +389.7% | 0.01% | +333.3% |
| Q2 2020 | $7,000 | +16.7% | 39 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $6,000 | -14.3% | 39 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $7,000 | 0.0% | 39 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $7,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | – | 39 | – | 0.00% | – |
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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% |