ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,996 | +3.6% | 191,773 | +7.6% | 0.07% | +17.2% |
| Q2 2023 | $45,367 | -54.8% | 178,272 | -58.2% | 0.06% | -57.0% |
| Q1 2023 | $100,470 | +355.6% | 426,789 | +327.1% | 0.14% | +350.0% |
| Q4 2022 | $22,051 | -99.8% | 99,925 | +131.5% | 0.03% | +130.8% |
| Q3 2022 | $8,936,000 | -82.1% | 43,160 | -81.2% | 0.01% | -80.0% |
| Q2 2022 | $50,029,000 | +16.4% | 230,137 | +40.4% | 0.06% | +41.3% |
| Q1 2022 | $42,996,000 | -7.7% | 163,876 | -2.4% | 0.05% | -2.1% |
| Q4 2021 | $46,604,000 | +91.1% | 167,942 | +75.5% | 0.05% | +80.8% |
| Q3 2021 | $24,393,000 | +695.9% | 95,715 | +699.3% | 0.03% | +766.7% |
| Q2 2021 | $3,065,000 | – | 11,975 | – | 0.00% | – |
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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% |