ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $8,228,000 | -5.5% | 31,361 | -0.0% | 5.23% | -12.4% |
| Q4 2021 | $8,704,000 | +8.9% | 31,366 | -0.0% | 5.97% | -2.0% |
| Q3 2021 | $7,995,000 | 0.0% | 31,371 | +0.4% | 6.09% | -1.8% |
| Q2 2021 | $7,995,000 | +8.1% | 31,240 | +0.2% | 6.20% | -6.6% |
| Q1 2021 | $7,397,000 | +3.8% | 31,181 | -2.2% | 6.64% | -1.6% |
| Q4 2020 | $7,128,000 | – | 31,888 | – | 6.75% | – |
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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% |