ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $21,821,037 | +3.2% | 70,693 | +0.3% | 1.78% | +0.1% |
Q1 2024 | $21,143,732 | +7.6% | 70,460 | -1.8% | 1.78% | -2.1% |
Q4 2023 | $19,642,839 | +12.5% | 71,757 | +0.7% | 1.82% | +3.4% |
Q3 2023 | $17,464,236 | -3.2% | 71,265 | +0.5% | 1.76% | -0.8% |
Q2 2023 | $18,042,152 | +8.3% | 70,898 | +0.2% | 1.77% | +1.4% |
Q1 2023 | $16,653,152 | +7.2% | 70,741 | +0.5% | 1.75% | +0.2% |
Q4 2022 | $15,529,710 | +5.2% | 70,372 | -1.3% | 1.74% | -18.4% |
Q3 2022 | $14,767,000 | -4.1% | 71,325 | +0.7% | 2.14% | +3.4% |
Q2 2022 | $15,397,000 | -12.4% | 70,827 | +5.7% | 2.07% | -2.1% |
Q1 2022 | $17,573,000 | -5.5% | 66,977 | -0.0% | 2.11% | -13.7% |
Q4 2021 | $18,589,000 | +16.6% | 66,985 | +7.1% | 2.45% | +1.1% |
Q3 2021 | $15,938,000 | +1.0% | 62,537 | +1.4% | 2.42% | -8.5% |
Q2 2021 | $15,784,000 | +3108.1% | 61,676 | +2878.1% | 2.64% | +2260.7% |
Q1 2021 | $492,000 | +7.0% | 2,071 | +0.6% | 0.11% | -7.4% |
Q4 2020 | $460,000 | +16.8% | 2,058 | +2.2% | 0.12% | -0.8% |
Q3 2020 | $394,000 | +17.3% | 2,013 | +7.9% | 0.12% | +2.5% |
Q2 2020 | $336,000 | +24.0% | 1,865 | +2.2% | 0.12% | +2.6% |
Q1 2020 | $271,000 | +28.4% | 1,825 | +62.9% | 0.12% | +58.9% |
Q4 2019 | $211,000 | – | 1,120 | – | 0.07% | – |
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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% |