ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 745 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,315,025 | +79426.8% | 7,500 | -22.7% | 0.00% | -20.0% |
| Q1 2024 | $2,911 | +61.1% | 9,700 | +47.0% | 0.01% | +66.7% |
| Q4 2023 | $1,807 | +29.3% | 6,600 | +15.8% | 0.00% | +50.0% |
| Q3 2023 | $1,397 | -30.5% | 5,700 | -27.8% | 0.00% | -33.3% |
| Q2 2023 | $2,010 | -99.9% | 7,900 | -21.0% | 0.00% | 0.0% |
| Q4 2021 | $2,775,000 | +262.7% | 10,000 | +233.3% | 0.00% | +200.0% |
| Q3 2021 | $765,000 | +29.0% | 3,000 | +20.0% | 0.00% | 0.0% |
| Q1 2021 | $593,000 | -47.8% | 2,500 | -56.9% | 0.00% | 0.0% |
| Q3 2020 | $1,135,000 | +32.0% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $860,000 | -29.8% | 5,800 | -10.8% | 0.00% | 0.0% |
| Q4 2019 | $1,225,000 | +9.4% | 6,500 | -5.8% | 0.00% | 0.0% |
| Q2 2018 | $1,120,000 | – | 6,900 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,975 | $54,038,000 | 18.84% |
| Georgetown University | 236,989 | $62,179,000 | 15.86% |
| Family Firm, Inc. | 223,836 | $58,728,000 | 15.39% |
| PITCAIRN CO | 656,312 | $172,197,000 | 15.00% |
| AlphaCore Capital LLC | 140,122 | $36,764,000 | 14.27% |
| SCS Capital Management LLC | 2,333,855 | $612,334,000 | 14.05% |
| Wind River Trust Co | 127,517 | $33,457,000 | 13.39% |
| Wealthstream Advisors, Inc. | 57,385 | $15,056,000 | 13.17% |
| Evensky & Katz LLC | 444,876 | $116,722,000 | 11.54% |
| Wealth CMT | 79,116 | $20,758,000 | 10.59% |