ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $744,247 | -11.6% | 3,037 | -8.2% | 0.07% | -8.1% |
Q2 2023 | $841,565 | -4.1% | 3,307 | -11.3% | 0.07% | -9.8% |
Q1 2023 | $877,608 | -12.3% | 3,728 | -17.8% | 0.08% | -18.0% |
Q4 2022 | $1,000,563 | -5.7% | 4,534 | -11.5% | 0.10% | -10.7% |
Q3 2022 | $1,061,000 | -15.9% | 5,126 | -11.6% | 0.11% | -13.2% |
Q2 2022 | $1,261,000 | -22.1% | 5,799 | -6.0% | 0.13% | -8.5% |
Q1 2022 | $1,619,000 | -6.0% | 6,170 | -0.6% | 0.14% | -12.4% |
Q4 2021 | $1,722,000 | +14.2% | 6,206 | +4.9% | 0.16% | +2.5% |
Q3 2021 | $1,508,000 | +20.5% | 5,917 | +21.1% | 0.16% | +17.2% |
Q2 2021 | $1,251,000 | – | 4,888 | – | 0.13% | – |
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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% |