ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 639 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,655 | +2.9% | 5 | 0.0% | 0.00% | – |
| Q1 2024 | $1,608 | -96.5% | 5 | -97.0% | 0.00% | -100.0% |
| Q4 2023 | $46,086 | +11.7% | 168 | 0.0% | 0.01% | -33.3% |
| Q3 2023 | $41,255 | +6619.1% | 168 | -93.5% | 0.01% | -91.1% |
| Q1 2023 | $614 | +12.2% | 2,599 | +4.8% | 0.10% | -1.9% |
| Q4 2022 | $547 | -98.7% | 2,479 | +1375.6% | 0.10% | +1044.4% |
| Q3 2022 | $41,255 | -79.4% | 168 | -80.8% | 0.01% | -80.0% |
| Q2 2022 | $200,000 | -67.2% | 877 | -63.1% | 0.04% | -63.7% |
| Q1 2022 | $610,000 | – | 2,375 | – | 0.12% | – |
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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% |