ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,566 | -4.0% | 173,698 | -0.3% | 0.09% | -1.1% |
| Q2 2023 | $44,326 | +8.1% | 174,181 | 0.0% | 0.09% | -3.1% |
| Q1 2023 | $41,003 | +6.7% | 174,181 | 0.0% | 0.10% | +3.2% |
| Q4 2022 | $38,438 | -99.9% | 174,181 | 0.0% | 0.09% | 0.0% |
| Q3 2022 | $36,063,000 | -5.8% | 174,181 | -1.1% | 0.09% | -1.1% |
| Q2 2022 | $38,291,000 | -17.0% | 176,138 | +0.2% | 0.10% | -2.1% |
| Q1 2022 | $46,133,000 | -5.5% | 175,830 | 0.0% | 0.10% | -1.0% |
| Q4 2021 | $48,793,000 | +9.2% | 175,830 | +0.3% | 0.10% | +3.2% |
| Q3 2021 | $44,687,000 | -0.4% | 175,347 | 0.0% | 0.10% | -2.1% |
| Q2 2021 | $44,872,000 | +7.5% | 175,347 | -0.3% | 0.10% | -3.0% |
| Q1 2021 | $41,742,000 | +3.4% | 175,955 | -2.6% | 0.10% | -5.7% |
| Q4 2020 | $40,374,000 | +14.3% | 180,600 | +0.0% | 0.11% | +1.9% |
| Q3 2020 | $35,337,000 | +7.8% | 180,555 | -0.8% | 0.10% | +1.0% |
| Q2 2020 | $32,785,000 | +20.4% | 182,075 | -0.8% | 0.10% | -6.4% |
| Q1 2020 | $27,225,000 | -20.9% | 183,546 | +0.6% | 0.11% | -0.9% |
| Q4 2019 | $34,397,000 | +8.5% | 182,483 | 0.0% | 0.11% | -1.8% |
| Q3 2019 | $31,710,000 | +0.8% | 182,483 | 0.0% | 0.11% | +6.6% |
| Q2 2019 | $31,453,000 | +3.3% | 182,483 | -0.1% | 0.11% | -9.4% |
| Q1 2019 | $30,461,000 | +10.8% | 182,726 | -2.4% | 0.12% | -2.5% |
| Q4 2018 | $27,500,000 | -19.9% | 187,173 | -6.0% | 0.12% | -6.2% |
| Q3 2018 | $34,319,000 | +6.2% | 199,178 | 0.0% | 0.13% | +2.4% |
| Q2 2018 | $32,324,000 | +2.9% | 199,178 | -0.9% | 0.12% | +2.5% |
| Q1 2018 | $31,424,000 | +4.7% | 200,998 | +5.9% | 0.12% | +4.3% |
| Q4 2017 | $30,019,000 | +413.2% | 189,788 | +384.4% | 0.12% | +408.7% |
| Q3 2017 | $5,849,000 | +3.7% | 39,182 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $5,643,000 | +0.9% | 39,182 | -1.9% | 0.02% | 0.0% |
| Q1 2017 | $5,590,000 | -28.6% | 39,955 | -32.1% | 0.02% | -36.1% |
| Q4 2016 | $7,831,000 | +144.8% | 58,885 | +135.9% | 0.04% | +125.0% |
| Q3 2016 | $3,199,000 | +3.3% | 24,957 | 0.0% | 0.02% | -5.9% |
| Q2 2016 | $3,096,000 | +2.7% | 24,957 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $3,016,000 | +0.4% | 24,957 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $3,003,000 | -4.5% | 24,957 | -9.6% | 0.02% | -5.6% |
| Q3 2015 | $3,145,000 | -19.5% | 27,614 | -12.4% | 0.02% | -10.0% |
| Q2 2015 | $3,909,000 | -92.1% | 31,529 | -92.1% | 0.02% | -92.0% |
| Q1 2015 | $49,569,000 | +1.3% | 400,229 | 0.0% | 0.25% | -4.9% |
| Q4 2014 | $48,944,000 | +564.6% | 400,229 | +534.7% | 0.26% | +1100.0% |
| Q3 2014 | $7,364,000 | +86.8% | 63,058 | +88.3% | 0.02% | -8.3% |
| Q2 2014 | $3,943,000 | +4.8% | 33,487 | 0.0% | 0.02% | -4.0% |
| Q1 2014 | $3,761,000 | +1.5% | 33,487 | 0.0% | 0.02% | -7.4% |
| Q4 2013 | $3,706,000 | +9.4% | 33,487 | 0.0% | 0.03% | 0.0% |
| Q3 2013 | $3,387,000 | -64.8% | 33,487 | -66.5% | 0.03% | -68.6% |
| Q2 2013 | $9,625,000 | – | 99,844 | – | 0.09% | – |
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% |