ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,046,406 | -3.7% | 4,270 | 0.0% | 0.62% | -1.3% |
Q2 2023 | $1,086,630 | +8.1% | 4,270 | 0.0% | 0.63% | +1.4% |
Q1 2023 | $1,005,201 | +6.7% | 4,270 | 0.0% | 0.62% | -3.4% |
Q4 2022 | $942,304 | +6.6% | 4,270 | 0.0% | 0.64% | +5.6% |
Q3 2022 | $884,000 | -4.7% | 4,270 | 0.0% | 0.61% | -7.9% |
Q2 2022 | $928,000 | -17.1% | 4,270 | 0.0% | 0.66% | -7.0% |
Q1 2022 | $1,120,000 | -5.5% | 4,270 | 0.0% | 0.71% | -2.2% |
Q4 2021 | $1,185,000 | +8.9% | 4,270 | 0.0% | 0.73% | +1.8% |
Q3 2021 | $1,088,000 | -0.5% | 4,270 | 0.0% | 0.71% | +6.2% |
Q2 2021 | $1,093,000 | +7.9% | 4,270 | 0.0% | 0.67% | +2.6% |
Q1 2021 | $1,013,000 | +6.1% | 4,270 | 0.0% | 0.66% | +0.3% |
Q4 2020 | $955,000 | +14.2% | 4,270 | 0.0% | 0.65% | -3.1% |
Q3 2020 | $836,000 | +8.7% | 4,270 | 0.0% | 0.67% | +5.8% |
Q2 2020 | $769,000 | -14.5% | 4,270 | -10.5% | 0.64% | -31.4% |
Q4 2019 | $899,000 | – | 4,770 | – | 0.93% | – |
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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% |