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 | $178,720 | +15.9% | 579 | +12.6% | 0.00% | – |
| Q1 2024 | $154,241 | +10.1% | 514 | +0.4% | 0.00% | – |
| Q4 2023 | $140,155 | +11.7% | 512 | 0.0% | 0.00% | – |
| Q3 2023 | $125,471 | -3.7% | 512 | 0.0% | 0.00% | – |
| Q2 2023 | $130,294 | +8.1% | 512 | 0.0% | 0.00% | – |
| Q1 2023 | $120,530 | +9.2% | 512 | +2.4% | 0.00% | – |
| Q4 2022 | $110,340 | -99.9% | 500 | 0.0% | 0.00% | – |
| Q3 2022 | $103,520,000 | -5.5% | 500 | -0.8% | 0.00% | – |
| Q2 2022 | $109,565,000 | +415.6% | 504 | +522.2% | 0.00% | – |
| Q1 2022 | $21,252,000 | -96.5% | 81 | -96.2% | 0.00% | -100.0% |
| Q4 2021 | $599,122,000 | -13.5% | 2,159 | -53.5% | 0.00% | -50.0% |
| Q3 2017 | $692,510,000 | +102.8% | 4,639 | +95.7% | 0.00% | +100.0% |
| Q2 2017 | $341,471,000 | +2.9% | 2,371 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $331,703,000 | +5.2% | 2,371 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $315,296,000 | – | 2,371 | – | 0.00% | – |
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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% |