ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 497 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,356,038 | +1.8% | 4,393 | -1.0% | 0.06% | -4.5% |
| Q1 2024 | $1,331,906 | +9.3% | 4,438 | -0.3% | 0.07% | -5.6% |
| Q4 2023 | $1,218,108 | -1.0% | 4,450 | -11.4% | 0.07% | -22.0% |
| Q3 2023 | $1,230,653 | -5.5% | 5,022 | -1.9% | 0.09% | -2.2% |
| Q2 2023 | $1,302,908 | +9.8% | 5,120 | +1.5% | 0.09% | +10.7% |
| Q1 2023 | $1,186,905 | +7.0% | 5,042 | +0.3% | 0.08% | -1.2% |
| Q4 2022 | $1,109,391 | +6.2% | 5,027 | -0.4% | 0.08% | -2.3% |
| Q3 2022 | $1,045,000 | -6.1% | 5,045 | -1.5% | 0.09% | -2.2% |
| Q2 2022 | $1,113,000 | -16.9% | 5,120 | +0.2% | 0.09% | -1.1% |
| Q1 2022 | $1,340,000 | -6.4% | 5,108 | -1.0% | 0.09% | -3.2% |
| Q4 2021 | $1,432,000 | +10.2% | 5,159 | +1.6% | 0.09% | -8.8% |
| Q2 2021 | $1,300,000 | +6.4% | 5,080 | -1.4% | 0.10% | -13.6% |
| Q1 2021 | $1,222,000 | +9.0% | 5,151 | +2.7% | 0.12% | +0.9% |
| Q4 2020 | $1,121,000 | +276.2% | 5,014 | +229.0% | 0.12% | +408.7% |
| Q3 2020 | $298,000 | -52.5% | 1,524 | -54.2% | 0.02% | -70.9% |
| Q4 2019 | $627,000 | – | 3,324 | – | 0.08% | – |
Download | ||||||
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% |