ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,588 | -3.3% | 1,218 | 0.0% | 0.02% | -9.1% |
| Q2 2023 | $309,829 | +6.2% | 1,218 | -1.7% | 0.02% | 0.0% |
| Q1 2023 | $291,673 | +6.7% | 1,239 | 0.0% | 0.02% | -18.5% |
| Q4 2022 | $273,423 | -65.2% | 1,239 | -67.3% | 0.03% | -67.1% |
| Q3 2022 | $785,000 | -4.7% | 3,794 | 0.0% | 0.08% | +5.1% |
| Q2 2022 | $824,000 | -18.4% | 3,794 | -1.5% | 0.08% | -8.2% |
| Q1 2022 | $1,010,000 | +159.6% | 3,852 | +174.4% | 0.08% | +157.6% |
| Q4 2021 | $389,000 | +9.0% | 1,404 | 0.0% | 0.03% | -17.5% |
| Q3 2021 | $357,000 | +4.1% | 1,404 | +4.5% | 0.04% | -2.4% |
| Q2 2021 | $343,000 | +7.9% | 1,344 | 0.0% | 0.04% | -19.6% |
| Q1 2021 | $318,000 | +6.0% | 1,344 | 0.0% | 0.05% | -19.0% |
| Q4 2020 | $300,000 | +14.1% | 1,344 | 0.0% | 0.06% | -3.1% |
| Q3 2020 | $263,000 | – | 1,344 | – | 0.06% | – |
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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% |