ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,619,356 | -4.0% | 6,608 | -0.3% | 0.68% | 0.0% |
| Q2 2023 | $1,686,693 | +7.0% | 6,628 | -1.0% | 0.68% | -0.1% |
| Q1 2023 | $1,576,305 | +106120.0% | 6,696 | -0.4% | 0.68% | +2.9% |
| Q4 2022 | $1,484 | -99.9% | 6,724 | -13.9% | 0.67% | -16.4% |
| Q3 2022 | $1,617,000 | -5.0% | 7,812 | -0.2% | 0.80% | +4.6% |
| Q2 2022 | $1,702,000 | -12.0% | 7,827 | +6.2% | 0.76% | -0.5% |
| Q1 2022 | $1,934,000 | -3.5% | 7,372 | +2.1% | 0.77% | -6.5% |
| Q4 2021 | $2,004,000 | +11.6% | 7,222 | +2.5% | 0.82% | +5.4% |
| Q3 2021 | $1,796,000 | 0.0% | 7,047 | +0.4% | 0.78% | -2.4% |
| Q2 2021 | $1,796,000 | +25.9% | 7,020 | +16.7% | 0.80% | +14.9% |
| Q1 2021 | $1,427,000 | +8.3% | 6,015 | +2.0% | 0.69% | +1.5% |
| Q4 2020 | $1,318,000 | +20.1% | 5,895 | +5.2% | 0.68% | +9.6% |
| Q3 2020 | $1,097,000 | +46.9% | 5,604 | +35.1% | 0.62% | +28.7% |
| Q2 2020 | $747,000 | +17.1% | 4,148 | -3.5% | 0.48% | -3.2% |
| Q1 2020 | $638,000 | -15.6% | 4,298 | +7.1% | 0.50% | +2.5% |
| Q4 2019 | $756,000 | +8.5% | 4,013 | 0.0% | 0.49% | -1.6% |
| Q3 2019 | $697,000 | +18.5% | 4,013 | +17.6% | 0.50% | +8.1% |
| Q2 2019 | $588,000 | +118.6% | 3,413 | +111.6% | 0.46% | +108.6% |
| Q1 2019 | $269,000 | +1245.0% | 1,613 | +1068.8% | 0.22% | +1122.2% |
| Q4 2018 | $20,000 | +900.0% | 138 | +961.5% | 0.02% | +800.0% |
| Q3 2018 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | – | 13 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evensky & Katz LLC | 1,196,624 | $143,965,000 | 34.48% |
| SCS Capital Management LLC | 5,359,766 | $644,833,000 | 28.86% |
| Tanglewood Wealth Management, Inc. | 541,936 | $65,200,000 | 25.83% |
| PITCAIRN CO | 1,012,359 | $121,797,000 | 13.53% |
| Wind River Trust Co | 158,385 | $19,055,000 | 13.25% |
| GM Advisory Group, LLC | 211,036 | $25,390,000 | 12.75% |
| Stairway Partners, LLC | 207,189 | $24,927,000 | 11.34% |
| Compass Financial Group, Inc. | 95,386 | $11,476,000 | 11.28% |
| Threshold Group LLC | 62,380 | $7,505,000 | 9.93% |
| McCutchen Group LLC | 150,169 | $18,067,000 | 9.11% |