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 | $1,437,955 | +16.1% | 5,868 | +20.5% | 0.21% | +28.3% |
| Q2 2023 | $1,238,749 | +8.1% | 4,868 | 0.0% | 0.17% | +10.7% |
| Q1 2023 | $1,145,921 | +6.7% | 4,868 | 0.0% | 0.15% | -5.1% |
| Q4 2022 | $1,074,218 | +6.6% | 4,868 | 0.0% | 0.16% | -10.2% |
| Q3 2022 | $1,008,000 | -4.7% | 4,868 | 0.0% | 0.18% | -2.8% |
| Q2 2022 | $1,058,000 | -17.1% | 4,868 | 0.0% | 0.18% | -1.6% |
| Q1 2022 | $1,277,000 | -5.5% | 4,868 | 0.0% | 0.18% | +4.0% |
| Q4 2021 | $1,351,000 | +8.9% | 4,868 | 0.0% | 0.18% | +4.1% |
| Q3 2021 | $1,241,000 | -0.4% | 4,868 | 0.0% | 0.17% | -1.2% |
| Q2 2021 | $1,246,000 | +7.9% | 4,868 | 0.0% | 0.17% | 0.0% |
| Q1 2021 | $1,155,000 | +6.2% | 4,868 | 0.0% | 0.17% | +1.8% |
| Q4 2020 | $1,088,000 | +14.2% | 4,868 | 0.0% | 0.17% | +14.2% |
| Q3 2020 | $953,000 | +8.8% | 4,868 | 0.0% | 0.15% | +23.3% |
| Q2 2020 | $876,000 | +21.3% | 4,868 | 0.0% | 0.12% | +3.4% |
| Q1 2020 | $722,000 | -21.4% | 4,868 | 0.0% | 0.12% | +16.0% |
| Q4 2019 | $918,000 | +8.5% | 4,868 | 0.0% | 0.10% | +1.0% |
| Q3 2019 | $846,000 | +0.8% | 4,868 | 0.0% | 0.10% | -8.3% |
| Q2 2019 | $839,000 | +3.5% | 4,868 | 0.0% | 0.11% | +3.8% |
| Q1 2019 | $811,000 | +433.6% | 4,868 | +309.4% | 0.10% | +352.2% |
| Q3 2016 | $152,000 | -33.3% | 1,189 | -35.3% | 0.02% | -30.3% |
| Q2 2016 | $228,000 | +2.7% | 1,839 | 0.0% | 0.03% | +6.5% |
| Q1 2016 | $222,000 | +0.5% | 1,839 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $221,000 | +5.7% | 1,839 | 0.0% | 0.03% | -11.4% |
| Q3 2015 | $209,000 | -8.3% | 1,839 | 0.0% | 0.04% | -2.8% |
| Q2 2015 | $228,000 | +0.4% | 1,839 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $227,000 | +0.9% | 1,839 | 0.0% | 0.04% | +28.6% |
| Q4 2014 | $225,000 | +4.7% | 1,839 | 0.0% | 0.03% | -3.4% |
| Q3 2014 | $215,000 | -0.9% | 1,839 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $217,000 | +4.8% | 1,839 | 0.0% | 0.03% | -12.1% |
| Q1 2014 | $207,000 | +2.0% | 1,839 | 0.0% | 0.03% | +3.1% |
| Q4 2013 | $203,000 | +9.1% | 1,839 | 0.0% | 0.03% | 0.0% |
| Q3 2013 | $186,000 | +5.1% | 1,839 | 0.0% | 0.03% | -3.0% |
| Q2 2013 | $177,000 | – | 1,839 | – | 0.03% | – |
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% |