ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,476 | -11.8% | 1,433 | -8.7% | 0.11% | -11.1% |
| Q2 2023 | $405,508 | -8.6% | 1,569 | -16.9% | 0.13% | -17.6% |
| Q1 2023 | $443,699 | +0.2% | 1,888 | -3.8% | 0.15% | -6.1% |
| Q4 2022 | $442,774 | -27.5% | 1,963 | -31.7% | 0.16% | -36.1% |
| Q3 2022 | $611,000 | +71.1% | 2,876 | +81.1% | 0.26% | +31.4% |
| Q2 2022 | $357,000 | -2.2% | 1,588 | +14.2% | 0.19% | +18.3% |
| Q1 2022 | $365,000 | – | 1,391 | – | 0.16% | – |
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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% |