ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,128 | -3.7% | 1,037 | 0.0% | 0.04% | -4.4% |
| Q2 2023 | $263,896 | +8.1% | 1,037 | 0.0% | 0.04% | -6.2% |
| Q1 2023 | $244,121 | +5.3% | 1,037 | -1.3% | 0.05% | -11.1% |
| Q4 2022 | $231,935 | +6.6% | 1,051 | 0.0% | 0.05% | -22.9% |
| Q3 2022 | $217,600 | -4.9% | 1,051 | -0.1% | 0.07% | -34.6% |
| Q2 2022 | $228,695 | -17.1% | 1,052 | 0.0% | 0.11% | -18.9% |
| Q1 2022 | $276,014 | – | 1,052 | – | 0.13% | – |
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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% |