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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,920,967 | +106582.5% | 12,408 | 0.0% | 0.38% | +4.7% |
| Q4 2022 | $2,738 | -99.9% | 12,408 | 0.0% | 0.36% | -0.3% |
| Q3 2022 | $2,569,000 | -27.8% | 12,408 | -24.2% | 0.36% | -22.0% |
| Q2 2022 | $3,560,000 | +44400.0% | 16,376 | +25487.5% | 0.46% | +22900.0% |
| Q4 2015 | $8,000 | +14.3% | 64 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $7,000 | -12.5% | 64 | 0.0% | 0.00% | +100.0% |
| Q2 2015 | $8,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $8,000 | – | 64 | – | 0.00% | – |
Download | ||||||
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% |