ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $23,823,998 | +18.1% | 97,217 | +22.7% | 0.04% | +31.2% |
Q2 2023 | $20,169,575 | +8.1% | 79,258 | 0.0% | 0.03% | +3.2% |
Q1 2023 | $18,658,125 | +10.7% | 79,258 | +3.8% | 0.03% | +6.9% |
Q4 2022 | $16,850,683 | -15.1% | 76,358 | -20.4% | 0.03% | -17.1% |
Q3 2022 | $19,848,000 | +50.0% | 95,869 | +57.5% | 0.04% | +59.1% |
Q2 2022 | $13,229,000 | -37.7% | 60,854 | -24.8% | 0.02% | -18.5% |
Q1 2022 | $21,239,000 | -9.9% | 80,954 | -4.7% | 0.03% | +3.8% |
Q4 2021 | $23,574,000 | – | 84,954 | – | 0.03% | – |
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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% |