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 | $420,997 | -3.3% | 1,711 | 0.0% | 0.22% | -0.5% |
Q2 2023 | $435,389 | +8.4% | 1,711 | +0.3% | 0.22% | +8.4% |
Q1 2023 | $401,709 | +7.1% | 1,706 | +0.4% | 0.20% | -1.5% |
Q4 2022 | $375,207 | +7.2% | 1,700 | +0.5% | 0.20% | +19.2% |
Q3 2022 | $350,000 | -4.4% | 1,692 | +0.5% | 0.17% | +19.4% |
Q2 2022 | $366,000 | -17.0% | 1,684 | +0.2% | 0.14% | +19.0% |
Q1 2022 | $441,000 | -5.2% | 1,680 | +0.3% | 0.12% | +45.8% |
Q4 2021 | $465,000 | +97.0% | 1,675 | +80.7% | 0.08% | +245.8% |
Q3 2021 | $236,000 | 0.0% | 927 | +0.3% | 0.02% | -4.0% |
Q2 2021 | $236,000 | -2.9% | 924 | -9.7% | 0.02% | -7.4% |
Q1 2021 | $243,000 | -91.3% | 1,023 | -91.8% | 0.03% | -93.9% |
Q4 2020 | $2,795,000 | +14.6% | 12,502 | +0.4% | 0.44% | +26.6% |
Q3 2020 | $2,438,000 | +9.1% | 12,455 | +0.4% | 0.35% | -7.2% |
Q2 2020 | $2,234,000 | +21.8% | 12,405 | +0.3% | 0.38% | -30.8% |
Q1 2020 | $1,834,000 | – | 12,364 | – | 0.54% | – |
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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% |