ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,737,900 | -3.7% | 15,253 | 0.0% | 0.41% | -2.4% |
| Q2 2023 | $3,881,583 | +8.1% | 15,253 | 0.0% | 0.42% | +1.7% |
| Q1 2023 | $3,590,709 | +6.7% | 15,253 | 0.0% | 0.41% | -0.7% |
| Q4 2022 | $3,366,032 | +6.6% | 15,253 | 0.0% | 0.41% | -4.2% |
| Q3 2022 | $3,158,000 | -4.8% | 15,253 | 0.0% | 0.43% | -2.0% |
| Q2 2022 | $3,316,000 | -17.1% | 15,253 | 0.0% | 0.44% | -10.8% |
| Q1 2022 | $4,002,000 | -8.9% | 15,253 | -3.7% | 0.49% | -8.7% |
| Q4 2021 | $4,393,000 | +8.9% | 15,832 | 0.0% | 0.54% | +3.1% |
| Q3 2021 | $4,035,000 | -0.4% | 15,832 | 0.0% | 0.52% | -2.8% |
| Q2 2021 | $4,052,000 | +7.9% | 15,832 | 0.0% | 0.54% | -3.1% |
| Q1 2021 | $3,756,000 | +6.1% | 15,832 | 0.0% | 0.56% | -4.3% |
| Q4 2020 | $3,539,000 | -1.1% | 15,832 | -13.4% | 0.58% | -15.7% |
| Q3 2020 | $3,577,000 | +8.7% | 18,277 | 0.0% | 0.69% | +2.7% |
| Q2 2020 | $3,291,000 | +3.7% | 18,277 | -14.6% | 0.67% | -4.8% |
| Q1 2020 | $3,173,000 | -21.3% | 21,394 | 0.0% | 0.70% | -1.5% |
| Q4 2019 | $4,033,000 | +8.5% | 21,394 | 0.0% | 0.72% | +0.4% |
| Q3 2019 | $3,718,000 | +0.8% | 21,394 | 0.0% | 0.71% | -1.1% |
| Q2 2019 | $3,687,000 | +3.4% | 21,394 | 0.0% | 0.72% | -0.8% |
| Q1 2019 | $3,566,000 | -38.4% | 21,394 | -45.7% | 0.73% | -43.8% |
| Q4 2018 | $5,793,000 | +487.5% | 39,427 | +588.8% | 1.29% | +493.1% |
| Q3 2018 | $986,000 | – | 5,724 | – | 0.22% | – |
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% |