ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,112,426 | -0.9% | 52,200 | -3.7% | 0.02% | -5.9% |
| Q1 2024 | $16,266,182 | +1.9% | 54,206 | -7.1% | 0.02% | -5.6% |
| Q4 2023 | $15,968,082 | +19.3% | 58,332 | +6.8% | 0.02% | +5.9% |
| Q3 2023 | $13,382,662 | -10.1% | 54,609 | -6.6% | 0.02% | -10.5% |
| Q2 2023 | $14,884,465 | +8.2% | 58,490 | +0.1% | 0.02% | 0.0% |
| Q1 2023 | $13,752,572 | +1.5% | 58,419 | -4.8% | 0.02% | -9.5% |
| Q4 2022 | $13,546,692 | +8.3% | 61,385 | +1.6% | 0.02% | -4.5% |
| Q3 2022 | $12,508,000 | -6.8% | 60,411 | -2.2% | 0.02% | -4.3% |
| Q2 2022 | $13,422,000 | -17.7% | 61,745 | -0.7% | 0.02% | -11.5% |
| Q1 2022 | $16,318,000 | -8.1% | 62,196 | -2.8% | 0.03% | -10.3% |
| Q4 2021 | $17,761,000 | +7.0% | 64,002 | -1.7% | 0.03% | -3.3% |
| Q3 2021 | $16,599,000 | -7.5% | 65,135 | -7.1% | 0.03% | -11.8% |
| Q2 2021 | $17,944,000 | -0.9% | 70,121 | -8.1% | 0.03% | -10.5% |
| Q1 2021 | $18,101,000 | +0.4% | 76,304 | -5.4% | 0.04% | -9.5% |
| Q4 2020 | $18,029,000 | +13.7% | 80,651 | -0.4% | 0.04% | -2.3% |
| Q3 2020 | $15,855,000 | +1.7% | 81,011 | -6.5% | 0.04% | -10.4% |
| Q2 2020 | $15,595,000 | +42.3% | 86,609 | +17.3% | 0.05% | +14.3% |
| Q1 2020 | $10,956,000 | -19.0% | 73,859 | +2.9% | 0.04% | -8.7% |
| Q4 2019 | $13,534,000 | +8.1% | 71,802 | -0.4% | 0.05% | -4.2% |
| Q3 2019 | $12,523,000 | -3.7% | 72,067 | -4.5% | 0.05% | -7.7% |
| Q2 2019 | $13,002,000 | -2.9% | 75,431 | -6.1% | 0.05% | -11.9% |
| Q1 2019 | $13,396,000 | +13.7% | 80,361 | +0.2% | 0.06% | 0.0% |
| Q4 2018 | $11,780,000 | -20.9% | 80,178 | -7.2% | 0.06% | -21.3% |
| Q3 2018 | $14,886,000 | +3.3% | 86,396 | -2.7% | 0.08% | -7.4% |
| Q2 2018 | $14,411,000 | +2.4% | 88,794 | -1.4% | 0.08% | -4.7% |
| Q1 2018 | $14,072,000 | -3.9% | 90,012 | -2.8% | 0.08% | -8.6% |
| Q4 2017 | $14,641,000 | +9.8% | 92,561 | +3.6% | 0.09% | -2.1% |
| Q3 2017 | $13,333,000 | +10.4% | 89,316 | +6.5% | 0.10% | -2.1% |
| Q2 2017 | $12,076,000 | +10.8% | 83,850 | +7.7% | 0.10% | -2.0% |
| Q1 2017 | $10,895,000 | +12.7% | 77,880 | +7.1% | 0.10% | -5.7% |
| Q4 2016 | $9,666,000 | +316.3% | 72,687 | +301.4% | 0.10% | -31.4% |
| Q3 2016 | $2,322,000 | -73.9% | 18,110 | -74.8% | 0.15% | +19.5% |
| Q2 2016 | $8,910,000 | +1.5% | 71,837 | -1.1% | 0.13% | -9.9% |
| Q1 2016 | $8,780,000 | -6.3% | 72,645 | -6.7% | 0.14% | -24.1% |
| Q4 2015 | $9,372,000 | +23.0% | 77,896 | +16.4% | 0.19% | +3.3% |
| Q3 2015 | $7,621,000 | +25.8% | 66,913 | +37.0% | 0.18% | +15.3% |
| Q2 2015 | $6,057,000 | +18.1% | 48,856 | +18.0% | 0.16% | +9.8% |
| Q1 2015 | $5,128,000 | -2.0% | 41,410 | -3.2% | 0.14% | -11.7% |
| Q4 2014 | $5,234,000 | +42.7% | 42,801 | +36.3% | 0.16% | +26.6% |
| Q3 2014 | $3,668,000 | +3.8% | 31,409 | +4.7% | 0.13% | -7.2% |
| Q2 2014 | $3,533,000 | +5.0% | 30,000 | +0.1% | 0.14% | -2.1% |
| Q1 2014 | $3,366,000 | +2.3% | 29,974 | +0.8% | 0.14% | -6.0% |
| Q4 2013 | $3,290,000 | +8.1% | 29,736 | -1.2% | 0.15% | -6.2% |
| Q3 2013 | $3,043,000 | +7.7% | 30,083 | +2.7% | 0.16% | -5.3% |
| Q2 2013 | $2,825,000 | – | 29,302 | – | 0.17% | – |
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% |