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 | $1,762,196 | -5.5% | 7,305 | +1.5% | 1.18% | -0.3% |
| Q2 2023 | $1,864,823 | +14.4% | 7,195 | +3.9% | 1.18% | +0.1% |
| Q1 2023 | $1,630,633 | -16.6% | 6,927 | -21.8% | 1.18% | -13.8% |
| Q4 2022 | $1,954,630 | +4.7% | 8,857 | -1.7% | 1.37% | -2.4% |
| Q3 2022 | $1,866,000 | +4.1% | 9,014 | +9.3% | 1.40% | -9.4% |
| Q2 2022 | $1,793,000 | -13.1% | 8,249 | +4.9% | 1.54% | -3.1% |
| Q1 2022 | $2,064,000 | -5.3% | 7,866 | -4.0% | 1.60% | -1.7% |
| Q4 2021 | $2,179,000 | +6.1% | 8,191 | +1.7% | 1.62% | -8.7% |
| Q3 2021 | $2,053,000 | +16.6% | 8,057 | +17.2% | 1.78% | +13.0% |
| Q2 2021 | $1,760,000 | – | 6,877 | – | 1.57% | – |
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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% |