ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $9,110,000 | -10.3% | 37,036 | -18.3% | 4.96% | -25.9% |
| Q4 2020 | $10,157,000 | +20.1% | 45,307 | +4.9% | 6.70% | -13.8% |
| Q3 2020 | $8,455,000 | +4.6% | 43,203 | -2.1% | 7.77% | -6.1% |
| Q2 2020 | $8,084,000 | +8.3% | 44,131 | +0.2% | 8.27% | -2.4% |
| Q1 2020 | $7,463,000 | -4.2% | 44,036 | +9.0% | 8.48% | +9.7% |
| Q4 2019 | $7,793,000 | – | 40,412 | – | 7.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evensky & Katz LLC | 1,196,624 | $143,965,000 | 34.48% |
| SCS Capital Management LLC | 5,359,766 | $644,833,000 | 28.86% |
| Tanglewood Wealth Management, Inc. | 541,936 | $65,200,000 | 25.83% |
| PITCAIRN CO | 1,012,359 | $121,797,000 | 13.53% |
| Wind River Trust Co | 158,385 | $19,055,000 | 13.25% |
| GM Advisory Group, LLC | 211,036 | $25,390,000 | 12.75% |
| Stairway Partners, LLC | 207,189 | $24,927,000 | 11.34% |
| Compass Financial Group, Inc. | 95,386 | $11,476,000 | 11.28% |
| Threshold Group LLC | 62,380 | $7,505,000 | 9.93% |
| McCutchen Group LLC | 150,169 | $18,067,000 | 9.11% |