ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download | ||||||
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% |