ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382,083 | -4.6% | 1,559 | -1.0% | 0.02% | 0.0% |
| Q2 2023 | $400,587 | +2.3% | 1,574 | -5.4% | 0.02% | +4.8% |
| Q1 2023 | $391,431 | +6.7% | 1,663 | +0.1% | 0.02% | +10.5% |
| Q4 2022 | $366,822 | +6.6% | 1,662 | 0.0% | 0.02% | -9.5% |
| Q3 2022 | $344,000 | -5.2% | 1,662 | -0.4% | 0.02% | 0.0% |
| Q2 2022 | $363,000 | -18.1% | 1,668 | -1.2% | 0.02% | 0.0% |
| Q1 2022 | $443,000 | -5.5% | 1,689 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $469,000 | +4.0% | 1,689 | -4.6% | 0.02% | -4.3% |
| Q3 2021 | $451,000 | -0.9% | 1,771 | -0.3% | 0.02% | 0.0% |
| Q2 2021 | $455,000 | +6.6% | 1,776 | -1.3% | 0.02% | 0.0% |
| Q1 2021 | $427,000 | +6.2% | 1,799 | +0.1% | 0.02% | -4.2% |
| Q4 2020 | $402,000 | +0.2% | 1,798 | -12.3% | 0.02% | -14.3% |
| Q3 2020 | $401,000 | -44.7% | 2,051 | -49.0% | 0.03% | -47.2% |
| Q2 2020 | $725,000 | +22.3% | 4,025 | +0.7% | 0.05% | +1.9% |
| Q1 2020 | $593,000 | -21.7% | 3,997 | -0.5% | 0.05% | +6.1% |
| Q4 2019 | $757,000 | +8.5% | 4,018 | +0.0% | 0.05% | -12.5% |
| Q3 2019 | $698,000 | +1.5% | 4,017 | +0.7% | 0.06% | 0.0% |
| Q2 2019 | $688,000 | +2.5% | 3,990 | -0.9% | 0.06% | 0.0% |
| Q1 2019 | $671,000 | +19.2% | 4,028 | +5.2% | 0.06% | +5.7% |
| Q4 2018 | $563,000 | -21.5% | 3,829 | -8.0% | 0.05% | -10.2% |
| Q3 2018 | $717,000 | +11.2% | 4,162 | +4.8% | 0.06% | +7.3% |
| Q2 2018 | $645,000 | +3.2% | 3,972 | -0.6% | 0.06% | +3.8% |
| Q1 2018 | $625,000 | -1.1% | 3,995 | +0.0% | 0.05% | +1.9% |
| Q4 2017 | $632,000 | +6.6% | 3,994 | +0.5% | 0.05% | +2.0% |
| Q3 2017 | $593,000 | +3.7% | 3,974 | +0.1% | 0.05% | 0.0% |
| Q2 2017 | $572,000 | +0.5% | 3,972 | -2.3% | 0.05% | -1.9% |
| Q1 2017 | $569,000 | +4.4% | 4,066 | -0.8% | 0.05% | +2.0% |
| Q4 2016 | $545,000 | +3.8% | 4,100 | +0.0% | 0.05% | 0.0% |
| Q3 2016 | $525,000 | +3.3% | 4,098 | +0.0% | 0.05% | 0.0% |
| Q2 2016 | $508,000 | +2.6% | 4,096 | 0.0% | 0.05% | -5.6% |
| Q1 2016 | $495,000 | -7.8% | 4,096 | -8.2% | 0.05% | -11.5% |
| Q4 2015 | $537,000 | +5.5% | 4,462 | -0.2% | 0.06% | +1.7% |
| Q3 2015 | $509,000 | +3.9% | 4,471 | +13.2% | 0.06% | +13.2% |
| Q2 2015 | $490,000 | -0.4% | 3,949 | -0.6% | 0.05% | 0.0% |
| Q1 2015 | $492,000 | -54.9% | 3,974 | -55.5% | 0.05% | -56.2% |
| Q4 2014 | $1,091,000 | +73.4% | 8,921 | +65.7% | 0.12% | +75.4% |
| Q3 2014 | $629,000 | +14.6% | 5,384 | +15.4% | 0.07% | +19.0% |
| Q2 2014 | $549,000 | -13.7% | 4,667 | -17.5% | 0.06% | -17.1% |
| Q1 2014 | $636,000 | – | 5,660 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Georgetown University | 237,678 | $51,669,000 | 17.38% |
| PITCAIRN CO | 629,232 | $136,789,000 | 14.45% |
| Family Firm, Inc. | 224,698 | $48,847,000 | 14.39% |
| AlphaCore Capital LLC | 137,074 | $29,798,000 | 13.83% |
| SCS Capital Management LLC | 2,283,030 | $496,308,000 | 13.71% |
| Wind River Trust Co | 124,792 | $27,129,000 | 13.18% |
| TLWM | 145,905 | $31,723,000 | 12.15% |
| Wealthstream Advisors, Inc. | 54,430 | $11,833,000 | 11.96% |
| Evensky & Katz LLC | 437,739 | $95,160,000 | 10.86% |
| LGL PARTNERS, LLC | 297,327 | $64,636,000 | 10.46% |