ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 584 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,444,539 | +3.3% | 14,399 | +0.5% | 1.08% | +20.5% |
| Q1 2024 | $4,301,023 | +25.1% | 14,333 | +14.1% | 0.89% | +29.8% |
| Q4 2023 | $3,438,152 | +9.4% | 12,560 | -2.1% | 0.69% | +9.0% |
| Q3 2023 | $3,142,629 | +5.4% | 12,824 | +9.4% | 0.63% | +17.0% |
| Q2 2023 | $2,982,231 | +6.3% | 11,719 | -1.7% | 0.54% | -3.7% |
| Q1 2023 | $2,805,594 | -30.5% | 11,918 | -34.9% | 0.56% | -35.2% |
| Q4 2022 | $4,038,819 | -2.5% | 18,302 | -10.3% | 0.87% | -28.1% |
| Q3 2022 | $4,143,000 | -67.6% | 20,405 | -58.2% | 1.20% | -41.8% |
| Q1 2022 | $12,792,000 | -11.6% | 48,844 | -14.1% | 2.07% | -14.7% |
| Q3 2021 | $14,470,000 | -14.1% | 56,873 | -34.0% | 2.43% | -6.4% |
| Q3 2020 | $16,853,000 | -10.9% | 86,113 | -18.1% | 2.59% | -14.5% |
| Q2 2020 | $18,925,000 | – | 105,104 | – | 3.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,975 | $54,038,000 | 18.84% |
| Georgetown University | 236,989 | $62,179,000 | 15.86% |
| Family Firm, Inc. | 223,836 | $58,728,000 | 15.39% |
| PITCAIRN CO | 656,312 | $172,197,000 | 15.00% |
| AlphaCore Capital LLC | 140,122 | $36,764,000 | 14.27% |
| SCS Capital Management LLC | 2,333,855 | $612,334,000 | 14.05% |
| Wind River Trust Co | 127,517 | $33,457,000 | 13.39% |
| Wealthstream Advisors, Inc. | 57,385 | $15,056,000 | 13.17% |
| Evensky & Katz LLC | 444,876 | $116,722,000 | 11.54% |
| Wealth CMT | 79,116 | $20,758,000 | 10.59% |