Single Point Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.

Quarter-by-quarter ownership
Single Point Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,220
-9.8%
9,023
-13.7%
0.58%
+8.4%
Q1 2023$2,461
+2.9%
10,456
-3.5%
0.54%
-6.4%
Q4 2022$2,391
-99.7%
10,833
+186.7%
0.58%
+167.4%
Q3 2022$782,0003,7790.22%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Evensky & Katz LLC 1,196,624$143,965,00034.48%
SCS Capital Management LLC 5,359,766$644,833,00028.86%
Tanglewood Wealth Management, Inc. 541,936$65,200,00025.83%
PITCAIRN CO 1,012,359$121,797,00013.53%
Wind River Trust Co 158,385$19,055,00013.25%
GM Advisory Group, LLC 211,036$25,390,00012.75%
Stairway Partners, LLC 207,189$24,927,00011.34%
Compass Financial Group, Inc. 95,386$11,476,00011.28%
Threshold Group LLC 62,380$7,505,0009.93%
McCutchen Group LLC 150,169$18,067,0009.11%
View complete list of ISHARES TR shareholders