ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $738 | -3.7% | 3,011 | 0.0% | 0.31% | +3.3% |
| Q2 2023 | $766 | +8.0% | 3,011 | 0.0% | 0.30% | +0.7% |
| Q1 2023 | $709 | +6.8% | 3,011 | 0.0% | 0.30% | +1.0% |
| Q4 2022 | $664 | -99.9% | 3,011 | 0.0% | 0.30% | -2.6% |
| Q3 2022 | $623,000 | -4.9% | 3,011 | 0.0% | 0.31% | +0.3% |
| Q2 2022 | $655,000 | -17.1% | 3,011 | 0.0% | 0.31% | +0.7% |
| Q1 2022 | $790,000 | -5.5% | 3,011 | 0.0% | 0.30% | +2.7% |
| Q4 2021 | $836,000 | +13.4% | 3,011 | +4.2% | 0.30% | +3.9% |
| Q3 2021 | $737,000 | +6.3% | 2,891 | +6.8% | 0.28% | +9.2% |
| Q2 2021 | $693,000 | +16.1% | 2,707 | +7.6% | 0.26% | +14.0% |
| Q1 2021 | $597,000 | +12.2% | 2,515 | +5.7% | 0.23% | +6.5% |
| Q4 2020 | $532,000 | +14.2% | 2,379 | 0.0% | 0.22% | +3.4% |
| Q3 2020 | $466,000 | +4.0% | 2,379 | 0.0% | 0.21% | +0.5% |
| Q4 2019 | $448,000 | +8.5% | 2,379 | 0.0% | 0.21% | -1.9% |
| Q3 2019 | $413,000 | +0.7% | 2,379 | 0.0% | 0.21% | -0.9% |
| Q2 2019 | $410,000 | +3.3% | 2,379 | 0.0% | 0.21% | +1.9% |
| Q1 2019 | $397,000 | +2.8% | 2,379 | 0.0% | 0.21% | -1.9% |
| Q4 2018 | $386,000 | -5.9% | 2,379 | 0.0% | 0.21% | -1.4% |
| Q3 2018 | $410,000 | +6.2% | 2,379 | 0.0% | 0.22% | -2.7% |
| Q2 2018 | $386,000 | +3.8% | 2,379 | 0.0% | 0.22% | -2.2% |
| Q1 2018 | $372,000 | -1.1% | 2,379 | 0.0% | 0.23% | +6.1% |
| Q4 2017 | $376,000 | – | 2,379 | – | 0.21% | – |
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% |