ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,007,415 | -3.8% | 8,200 | 0.0% | 0.36% | -3.5% |
| Q2 2023 | $2,086,736 | +8.1% | 8,200 | 0.0% | 0.37% | -1.3% |
| Q1 2023 | $1,930,364 | +6.7% | 8,200 | 0.0% | 0.38% | -2.1% |
| Q4 2022 | $1,809,574 | +6.6% | 8,200 | 0.0% | 0.38% | -5.2% |
| Q3 2022 | $1,698,000 | -2.0% | 8,200 | +3.0% | 0.40% | -1.7% |
| Q2 2022 | $1,732,000 | -22.1% | 7,962 | -6.0% | 0.41% | -7.6% |
| Q1 2022 | $2,222,000 | -10.1% | 8,471 | -4.9% | 0.45% | -9.9% |
| Q4 2021 | $2,473,000 | +4.3% | 8,905 | -4.3% | 0.50% | -32.5% |
| Q3 2021 | $2,370,000 | -9.3% | 9,302 | -8.9% | 0.73% | -4.8% |
| Q2 2021 | $2,612,000 | +7.2% | 10,209 | -6.3% | 0.77% | -19.5% |
| Q4 2020 | $2,437,000 | +12.0% | 10,893 | -2.0% | 0.96% | -16.1% |
| Q3 2020 | $2,175,000 | +6.0% | 11,110 | -2.6% | 1.14% | -20.2% |
| Q2 2020 | $2,051,000 | +21.2% | 11,403 | 0.0% | 1.43% | -14.6% |
| Q1 2020 | $1,692,000 | -20.5% | 11,403 | +1.1% | 1.67% | -6.3% |
| Q4 2019 | $2,129,000 | – | 11,278 | – | 1.79% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Georgetown University | 237,678 | $51,669,000 | 17.38% |
| PITCAIRN CO | 629,232 | $136,789,000 | 14.45% |
| Family Firm, Inc. | 224,698 | $48,847,000 | 14.39% |
| AlphaCore Capital LLC | 137,074 | $29,798,000 | 13.83% |
| SCS Capital Management LLC | 2,283,030 | $496,308,000 | 13.71% |
| Wind River Trust Co | 124,792 | $27,129,000 | 13.18% |
| TLWM | 145,905 | $31,723,000 | 12.15% |
| Wealthstream Advisors, Inc. | 54,430 | $11,833,000 | 11.96% |
| Evensky & Katz LLC | 437,739 | $95,160,000 | 10.86% |
| LGL PARTNERS, LLC | 297,327 | $64,636,000 | 10.46% |