ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,060,931 | +1084.4% | 9,339 | +919.5% | 0.00% | – |
| Q4 2019 | $174,000 | +9.4% | 916 | -0.8% | 0.00% | – |
| Q2 2019 | $159,000 | +2.6% | 923 | -0.6% | 0.00% | – |
| Q1 2019 | $155,000 | -74.1% | 929 | -77.2% | 0.00% | -100.0% |
| Q4 2018 | $599,000 | +11880.0% | 4,078 | +15003.7% | 0.00% | – |
| Q3 2018 | $5,000 | +25.0% | 27 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | -69.2% | 27 | -73.8% | 0.00% | – |
| Q2 2015 | $13,000 | -48.0% | 103 | -49.0% | 0.00% | – |
| Q1 2015 | $25,000 | -96.6% | 202 | -96.7% | 0.00% | -100.0% |
| Q4 2014 | $738,000 | +858.4% | 6,031 | +765.3% | 0.00% | – |
| Q4 2013 | $77,000 | – | 697 | – | 0.00% | – |
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% |