ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $478,886 | -3.7% | 1,954 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $497,294 | +3.6% | 1,954 | -4.2% | 0.02% | -5.3% |
Q1 2023 | $480,097 | +122687.0% | 2,039 | +15.0% | 0.02% | -13.6% |
Q4 2022 | $391 | -99.9% | 1,773 | -15.5% | 0.02% | -15.4% |
Q3 2022 | $434,000 | -33.3% | 2,098 | -30.0% | 0.03% | -3.7% |
Q2 2022 | $651,000 | +118.5% | 2,996 | +164.0% | 0.03% | +237.5% |
Q1 2022 | $298,000 | +1.7% | 1,135 | +7.6% | 0.01% | +14.3% |
Q4 2021 | $293,000 | -3.6% | 1,055 | -11.4% | 0.01% | -12.5% |
Q3 2021 | $304,000 | +6.7% | 1,191 | +7.1% | 0.01% | 0.0% |
Q2 2021 | $285,000 | +10.0% | 1,112 | +0.1% | 0.01% | +14.3% |
Q1 2021 | $259,000 | – | 1,111 | – | 0.01% | – |
Download |
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% |