ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,354,937 | +69.0% | 5,529 | +75.5% | 0.12% | +78.8% |
| Q2 2023 | $801,612 | +8.1% | 3,150 | 0.0% | 0.07% | -1.5% |
| Q1 2023 | $741,542 | +6.7% | 3,150 | 0.0% | 0.07% | -1.5% |
| Q4 2022 | $695,142 | +6.6% | 3,150 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $652,000 | -4.8% | 3,150 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $685,000 | +93.5% | 3,150 | +133.3% | 0.07% | +125.8% |
| Q1 2022 | $354,000 | +70.2% | 1,350 | +80.0% | 0.03% | +82.4% |
| Q4 2021 | $208,000 | – | 750 | – | 0.02% | – |
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% |