ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 671 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,059,283 | +2.9% | 22,870 | 0.0% | 0.51% | +3.9% |
Q1 2024 | $6,862,830 | +9.6% | 22,870 | 0.0% | 0.49% | +1.7% |
Q4 2023 | $6,260,434 | +11.7% | 22,870 | 0.0% | 0.48% | -1.2% |
Q3 2023 | $5,604,522 | -1.5% | 22,870 | +2.2% | 0.49% | +2.3% |
Q2 2023 | $5,692,718 | +8.1% | 22,370 | 0.0% | 0.48% | -0.6% |
Q1 2023 | $5,266,122 | +6.7% | 22,370 | 0.0% | 0.48% | -1.0% |
Q4 2022 | $4,936,612 | +81.0% | 22,370 | +69.9% | 0.49% | +72.1% |
Q3 2022 | $2,727,000 | +6.8% | 13,170 | +12.1% | 0.28% | +15.5% |
Q2 2022 | $2,554,000 | -17.2% | 11,750 | 0.0% | 0.24% | -1.6% |
Q1 2022 | $3,083,000 | +14.5% | 11,750 | +21.1% | 0.25% | +19.1% |
Q4 2021 | $2,692,000 | +14.2% | 9,700 | +4.9% | 0.21% | +3.5% |
Q3 2021 | $2,357,000 | +16.2% | 9,250 | +16.6% | 0.20% | +15.4% |
Q2 2021 | $2,029,000 | +7.9% | 7,930 | 0.0% | 0.18% | +0.6% |
Q1 2021 | $1,881,000 | +36.8% | 7,930 | +28.9% | 0.17% | +33.8% |
Q4 2020 | $1,375,000 | +14.2% | 6,150 | 0.0% | 0.13% | -0.8% |
Q3 2020 | $1,204,000 | +8.8% | 6,150 | 0.0% | 0.13% | -3.0% |
Q2 2020 | $1,107,000 | +3.7% | 6,150 | -14.6% | 0.14% | -15.6% |
Q1 2020 | $1,068,000 | -27.6% | 7,200 | -8.0% | 0.16% | -9.1% |
Q4 2019 | $1,475,000 | +15.9% | 7,825 | +6.8% | 0.18% | +10.7% |
Q3 2019 | $1,273,000 | +0.8% | 7,325 | 0.0% | 0.16% | -0.6% |
Q2 2019 | $1,263,000 | +3.4% | 7,325 | 0.0% | 0.16% | -0.6% |
Q1 2019 | $1,221,000 | +13.5% | 7,325 | 0.0% | 0.16% | -4.2% |
Q4 2018 | $1,076,000 | -14.7% | 7,325 | 0.0% | 0.17% | +1.8% |
Q3 2018 | $1,262,000 | +6.1% | 7,325 | 0.0% | 0.16% | -4.6% |
Q2 2018 | $1,189,000 | +20.2% | 7,325 | +15.8% | 0.17% | +20.1% |
Q1 2018 | $989,000 | +9.2% | 6,325 | +10.5% | 0.14% | +9.1% |
Q4 2017 | $906,000 | +2.5% | 5,725 | -3.4% | 0.13% | -4.3% |
Q3 2017 | $884,000 | +3.6% | 5,925 | 0.0% | 0.14% | -3.5% |
Q2 2017 | $853,000 | -8.7% | 5,925 | -11.2% | 0.14% | -17.8% |
Q1 2017 | $934,000 | +23.7% | 6,675 | +17.6% | 0.17% | +16.8% |
Q4 2016 | $755,000 | +10.1% | 5,675 | +6.1% | 0.15% | +4.2% |
Q3 2016 | $686,000 | +3.3% | 5,350 | 0.0% | 0.14% | 0.0% |
Q2 2016 | $664,000 | +2.6% | 5,350 | 0.0% | 0.14% | +6.7% |
Q1 2016 | $647,000 | +0.5% | 5,350 | 0.0% | 0.13% | -0.7% |
Q4 2015 | $644,000 | +16.7% | 5,350 | +10.3% | 0.14% | +2.3% |
Q3 2015 | $552,000 | +15.7% | 4,850 | +26.0% | 0.13% | +45.1% |
Q2 2015 | $477,000 | +24.2% | 3,850 | +24.2% | 0.09% | +28.2% |
Q1 2015 | $384,000 | +1.3% | 3,100 | 0.0% | 0.07% | +2.9% |
Q4 2014 | $379,000 | +54.7% | 3,100 | +47.6% | 0.07% | +46.8% |
Q3 2014 | $245,000 | – | 2,100 | – | 0.05% | – |
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% |