ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,132,757 | -0.1% | 8,703 | +3.8% | 0.42% | +3.2% |
| Q2 2023 | $2,134,578 | +102.6% | 8,388 | +87.4% | 0.40% | +88.7% |
| Q1 2023 | $1,053,695 | -4.5% | 4,476 | -10.4% | 0.21% | -10.9% |
| Q4 2022 | $1,102,959 | +2.1% | 4,998 | -4.2% | 0.24% | -13.4% |
| Q3 2022 | $1,080,000 | -21.6% | 5,217 | -17.6% | 0.28% | -21.8% |
| Q2 2022 | $1,377,000 | -24.0% | 6,333 | -8.4% | 0.35% | -16.2% |
| Q1 2022 | $1,813,000 | +97.9% | 6,912 | +109.4% | 0.42% | +100.5% |
| Q4 2021 | $916,000 | – | 3,301 | – | 0.21% | – |
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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% |