ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,594 | -11.6% | 235 | -8.2% | 0.02% | -3.8% |
| Q2 2023 | $65,152 | +8.4% | 256 | +0.4% | 0.03% | -13.3% |
| Q1 2023 | $60,114 | +7.1% | 255 | +0.4% | 0.03% | +15.4% |
| Q4 2022 | $56,150 | +8.0% | 254 | +0.4% | 0.03% | 0.0% |
| Q3 2022 | $52,000 | -5.5% | 253 | +0.4% | 0.03% | -7.1% |
| Q2 2022 | $55,000 | -16.7% | 252 | +0.4% | 0.03% | -3.4% |
| Q1 2022 | $66,000 | -7.0% | 251 | -1.6% | 0.03% | 0.0% |
| Q4 2021 | $71,000 | +6.0% | 255 | -3.8% | 0.03% | -6.5% |
| Q3 2021 | $67,000 | -1.5% | 265 | +0.4% | 0.03% | 0.0% |
| Q2 2021 | $68,000 | -32.7% | 264 | -36.5% | 0.03% | -38.0% |
| Q1 2021 | $101,000 | +8.6% | 416 | 0.0% | 0.05% | -5.7% |
| Q4 2020 | $93,000 | +16.2% | 416 | +2.2% | 0.05% | +10.4% |
| Q3 2020 | $80,000 | – | 407 | – | 0.05% | – |
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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% |