ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,990 | -3.7% | 2,330 | 0.0% | 0.24% | +3.8% |
| Q2 2023 | $592,938 | +8.1% | 2,330 | 0.0% | 0.24% | +2.2% |
| Q1 2023 | $548,505 | +6.7% | 2,330 | 0.0% | 0.23% | -1.3% |
| Q4 2022 | $514,184 | +5.2% | 2,330 | -1.4% | 0.23% | -4.9% |
| Q3 2022 | $489,000 | -3.6% | 2,363 | +1.4% | 0.24% | +2.1% |
| Q2 2022 | $507,000 | -25.1% | 2,330 | -9.7% | 0.24% | -17.2% |
| Q1 2022 | $677,000 | +83.5% | 2,580 | +94.0% | 0.29% | +51.0% |
| Q4 2021 | $369,000 | +8.8% | 1,330 | 0.0% | 0.19% | +0.5% |
| Q3 2021 | $339,000 | -0.3% | 1,330 | 0.0% | 0.19% | +2.7% |
| Q2 2021 | $340,000 | +7.6% | 1,330 | 0.0% | 0.19% | -7.0% |
| Q1 2021 | $316,000 | +6.4% | 1,330 | 0.0% | 0.20% | +0.5% |
| Q4 2020 | $297,000 | +14.2% | 1,330 | 0.0% | 0.20% | -2.9% |
| Q3 2020 | $260,000 | +8.8% | 1,330 | 0.0% | 0.20% | -1.0% |
| Q2 2020 | $239,000 | – | 1,330 | – | 0.21% | – |
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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% |