ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392 | +250.0% | 1,600 | +263.6% | 0.00% | +300.0% |
| Q2 2023 | $112 | +40.0% | 440 | +29.4% | 0.00% | 0.0% |
| Q1 2023 | $80 | -99.9% | 340 | -99.9% | 0.00% | -99.9% |
| Q4 2022 | $68,725 | -18.2% | 311,425 | +76795.1% | 0.89% | +88900.0% |
| Q3 2022 | $84,000 | -99.7% | 405 | -99.7% | 0.00% | -99.7% |
| Q2 2022 | $26,289,000 | +19518.7% | 120,930 | +23611.8% | 0.36% | +17650.0% |
| Q1 2022 | $134,000 | -92.1% | 510 | -91.7% | 0.00% | -88.2% |
| Q4 2021 | $1,700,000 | +3048.1% | 6,125 | +2802.8% | 0.02% | +1600.0% |
| Q3 2021 | $54,000 | – | 211 | – | 0.00% | – |
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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% |