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 | $570,581 | -21.6% | 2,328 | -18.6% | 0.08% | -25.0% |
| Q2 2023 | $727,813 | +8.1% | 2,860 | 0.0% | 0.10% | -4.6% |
| Q1 2023 | $673,273 | +6.7% | 2,860 | 0.0% | 0.11% | -24.3% |
| Q4 2022 | $631,145 | +6.6% | 2,860 | 0.0% | 0.14% | -8.3% |
| Q3 2022 | $592,000 | -4.8% | 2,860 | 0.0% | 0.16% | +42.7% |
| Q2 2022 | $622,000 | -17.1% | 2,860 | 0.0% | 0.11% | -6.0% |
| Q1 2022 | $750,000 | -2.0% | 2,860 | +3.8% | 0.12% | +27.2% |
| Q4 2021 | $765,000 | +9.0% | 2,755 | 0.0% | 0.09% | -8.9% |
| Q3 2021 | $702,000 | -0.4% | 2,755 | 0.0% | 0.10% | -13.7% |
| Q2 2021 | $705,000 | +7.8% | 2,755 | 0.0% | 0.12% | -15.8% |
| Q1 2021 | $654,000 | – | 2,755 | – | 0.14% | – |
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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% |