ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 454 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $34,864 | +24.5% | 137 | 0.0% | 0.03% | +19.2% |
| Q3 2022 | $28,000 | -6.7% | 137 | 0.0% | 0.03% | +4.0% |
| Q2 2022 | $30,000 | -43.4% | 137 | -42.4% | 0.02% | -21.9% |
| Q4 2020 | $53,000 | +6.0% | 238 | -29.8% | 0.03% | -5.9% |
| Q1 2020 | $50,000 | -21.9% | 339 | 0.0% | 0.03% | +9.7% |
| Q4 2019 | $64,000 | +8.5% | 339 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $59,000 | +1.7% | 339 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $58,000 | – | 339 | – | 0.03% | – |
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% |