ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,884,618 | +3.3% | 33,253 | +8.5% | 0.29% | +6.6% |
| Q2 2022 | $6,663,801 | -17.4% | 30,654 | -0.4% | 0.27% | -0.7% |
| Q1 2022 | $8,072,419 | -6.2% | 30,767 | -0.7% | 0.28% | -4.8% |
| Q4 2021 | $8,601,753 | +10.1% | 30,997 | +1.1% | 0.29% | -1.0% |
| Q3 2021 | $7,813,355 | +0.3% | 30,659 | +0.8% | 0.29% | -3.0% |
| Q2 2021 | $7,787,346 | +7.8% | 30,430 | -0.1% | 0.30% | -4.1% |
| Q1 2021 | $7,223,355 | +6.8% | 30,449 | +0.6% | 0.32% | -9.0% |
| Q4 2020 | $6,766,564 | +14.3% | 30,269 | +0.1% | 0.35% | +1.5% |
| Q3 2020 | $5,920,538 | +8.7% | 30,252 | -0.0% | 0.34% | -4.2% |
| Q2 2020 | $5,448,988 | +23.2% | 30,262 | +1.5% | 0.36% | -3.3% |
| Q1 2020 | $4,422,256 | -22.9% | 29,814 | -2.0% | 0.37% | -9.8% |
| Q4 2019 | $5,733,522 | +11.5% | 30,418 | +2.8% | 0.41% | -3.1% |
| Q3 2019 | $5,141,707 | +3.4% | 29,589 | +2.6% | 0.42% | +0.5% |
| Q2 2019 | $4,972,846 | +4.8% | 28,852 | +1.3% | 0.42% | -6.3% |
| Q1 2019 | $4,747,154 | +13.9% | 28,477 | +0.4% | 0.45% | -13.2% |
| Q4 2018 | $4,167,960 | -12.7% | 28,369 | +2.3% | 0.52% | -6.2% |
| Q3 2018 | $4,776,195 | +6.6% | 27,720 | +0.4% | 0.55% | -10.0% |
| Q2 2018 | $4,480,847 | +4.3% | 27,610 | +0.5% | 0.61% | -4.5% |
| Q1 2018 | $4,297,180 | -3.4% | 27,486 | -2.2% | 0.64% | -9.1% |
| Q4 2017 | $4,446,157 | – | 28,110 | – | 0.70% | – |
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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% |