ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,067,726 | -3.7% | 4,357 | 0.0% | 0.18% | -26.4% |
| Q2 2023 | $1,108,769 | +8.1% | 4,357 | 0.0% | 0.24% | +1.3% |
| Q1 2023 | $1,025,681 | +6.7% | 4,357 | 0.0% | 0.24% | +4.0% |
| Q4 2022 | $961,503 | +6.6% | 4,357 | 0.0% | 0.23% | -11.0% |
| Q3 2022 | $902,000 | -4.8% | 4,357 | 0.0% | 0.26% | -3.8% |
| Q2 2022 | $947,000 | -17.1% | 4,357 | 0.0% | 0.26% | +1.1% |
| Q1 2022 | $1,143,000 | -5.5% | 4,357 | 0.0% | 0.26% | -20.8% |
| Q4 2021 | $1,209,000 | +8.9% | 4,357 | 0.0% | 0.33% | +0.9% |
| Q3 2021 | $1,110,000 | -0.4% | 4,357 | 0.0% | 0.33% | -2.1% |
| Q2 2021 | $1,115,000 | +5.7% | 4,357 | -2.0% | 0.34% | -3.7% |
| Q1 2021 | $1,055,000 | +6.1% | 4,446 | 0.0% | 0.35% | -0.6% |
| Q4 2020 | $994,000 | +14.3% | 4,446 | 0.0% | 0.35% | +0.9% |
| Q3 2020 | $870,000 | +10.8% | 4,446 | +2.0% | 0.35% | -16.0% |
| Q2 2020 | $785,000 | +21.5% | 4,357 | 0.0% | 0.41% | +5.6% |
| Q1 2020 | $646,000 | -21.3% | 4,357 | 0.0% | 0.39% | +4.5% |
| Q4 2019 | $821,000 | +4.9% | 4,357 | -3.3% | 0.37% | -3.6% |
| Q3 2019 | $783,000 | +4.3% | 4,504 | +3.4% | 0.39% | +0.8% |
| Q2 2019 | $751,000 | +3.4% | 4,357 | 0.0% | 0.38% | +9.1% |
| Q1 2019 | $726,000 | +30.6% | 4,357 | +15.1% | 0.35% | +4.1% |
| Q4 2018 | $556,000 | – | 3,787 | – | 0.34% | – |
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% |