Fermata Advisors, LLC - ISHARES TR ownership

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
Fermata Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$213,365
-44.4%
869
-53.1%
0.06%
-52.0%
Q3 2022$384,0001,8530.12%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Evensky & Katz LLC 1,238,084$153,497,00040.36%
SCS Capital Management LLC 5,542,995$687,221,00036.96%
Tanglewood Wealth Management, Inc. 641,631$79,549,00034.95%
GM Advisory Group, LLC 245,598$30,449,00012.00%
PITCAIRN CO 835,735$103,615,00011.97%
Wind River Trust Co 189,135$23,449,00011.38%
Stairway Partners, LLC 212,328$26,324,00011.34%
Capital Analysts, LLC 386,348$47,899,527,0009.80%
McCutchen Group LLC 140,790$17,455,0008.20%
BRIGHTON JONES LLC 279,110$34,604,0007.90%
View complete list of ISHARES TR shareholders