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 | $24,272,458 | -38.9% | 99,047 | -36.6% | 8.78% | -37.0% |
| Q2 2023 | $39,752,575 | -22.5% | 156,211 | -28.3% | 13.94% | -22.3% |
| Q1 2023 | $51,296,781 | -3.1% | 217,904 | -9.2% | 17.93% | -12.5% |
| Q4 2022 | $52,949,959 | +7.1% | 239,940 | +0.5% | 20.50% | +22.6% |
| Q3 2022 | $49,438,000 | -4.3% | 238,785 | +0.5% | 16.72% | -3.8% |
| Q2 2022 | $51,669,000 | -16.9% | 237,678 | +0.3% | 17.38% | +9.6% |
| Q1 2022 | $62,179,000 | +13.7% | 236,989 | +20.3% | 15.86% | +46.8% |
| Q4 2021 | $54,670,000 | – | 197,008 | – | 10.80% | – |
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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% |