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 | $1,225,790 | -16.9% | 5,002 | -13.7% | 0.08% | -14.8% |
| Q2 2023 | $1,474,457 | -12.9% | 5,794 | -19.4% | 0.09% | -17.8% |
| Q1 2023 | $1,691,892 | +32.5% | 7,187 | +24.2% | 0.11% | +12.6% |
| Q4 2022 | $1,276,634 | -3.5% | 5,785 | -9.5% | 0.10% | -12.8% |
| Q3 2022 | $1,323,000 | -59.8% | 6,389 | -57.8% | 0.11% | -53.4% |
| Q2 2022 | $3,289,000 | – | 15,129 | – | 0.23% | – |
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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% |