ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,373,000 | +13.0% | 12,855 | +19.6% | 0.10% | +33.3% |
| Q4 2021 | $2,984,000 | +8.0% | 10,752 | -0.8% | 0.07% | +16.1% |
| Q3 2021 | $2,762,000 | +3.0% | 10,836 | +3.4% | 0.06% | +3.3% |
| Q2 2021 | $2,682,000 | -5.9% | 10,479 | -12.8% | 0.06% | -11.8% |
| Q1 2021 | $2,849,000 | +4.0% | 12,011 | -2.0% | 0.07% | 0.0% |
| Q4 2020 | $2,740,000 | +15.3% | 12,256 | +0.9% | 0.07% | +3.0% |
| Q3 2020 | $2,376,000 | +9.8% | 12,141 | +1.1% | 0.07% | +4.8% |
| Q2 2020 | $2,163,000 | +22.0% | 12,014 | +0.5% | 0.06% | +3.3% |
| Q1 2020 | $1,773,000 | -4.0% | 11,956 | +22.1% | 0.06% | +19.6% |
| Q4 2019 | $1,846,000 | +8.3% | 9,794 | -0.2% | 0.05% | +6.2% |
| Q3 2019 | $1,705,000 | +1.3% | 9,810 | +0.5% | 0.05% | +4.3% |
| Q2 2019 | $1,683,000 | – | 9,763 | – | 0.05% | – |
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% |