ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $217,000 | -17.2% | 1,000 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $262,000 | -5.8% | 1,000 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $278,000 | +9.1% | 1,000 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $254,850 | -0.4% | 1,000 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $255,910 | +7.9% | 1,000 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $237,230 | +6.1% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $223,550 | +14.2% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $195,710 | – | 1,000 | – | 0.01% | – |
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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% |