ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 459 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,850,000 | +2.9% | 7,050 | 0.0% | 0.21% | +1.0% |
| Q3 2021 | $1,797,000 | -0.4% | 7,050 | 0.0% | 0.20% | +3.0% |
| Q2 2021 | $1,804,000 | +7.9% | 7,050 | 0.0% | 0.20% | +6.4% |
| Q1 2021 | $1,672,000 | +25.8% | 7,050 | 0.0% | 0.19% | -1.1% |
| Q4 2020 | $1,329,000 | -3.7% | 7,050 | 0.0% | 0.19% | -3.1% |
| Q3 2020 | $1,380,000 | +13.6% | 7,050 | 0.0% | 0.20% | +21.9% |
| Q2 2019 | $1,215,000 | – | 7,050 | – | 0.16% | – |
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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% |