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 | $148,261 | -3.7% | 605 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $153,960 | -5.8% | 605 | -12.8% | 0.02% | -18.2% |
| Q1 2023 | $163,375 | +6.7% | 694 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $153,152 | +7.9% | 694 | +1.5% | 0.02% | -8.3% |
| Q3 2022 | $142,000 | -36.0% | 684 | -32.9% | 0.02% | -35.1% |
| Q2 2022 | $222,000 | -15.3% | 1,019 | +2.2% | 0.04% | -24.5% |
| Q1 2022 | $262,000 | -8.4% | 997 | -3.1% | 0.05% | +4.3% |
| Q4 2021 | $286,000 | +9.2% | 1,029 | 0.0% | 0.05% | -19.0% |
| Q3 2021 | $262,000 | +187.9% | 1,029 | +188.2% | 0.06% | +163.6% |
| Q2 2021 | $91,000 | +7.1% | 357 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $85,000 | -24.1% | 357 | -28.7% | 0.02% | -34.3% |
| Q4 2020 | $112,000 | +14.3% | 501 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $98,000 | +4.3% | 501 | -4.0% | 0.03% | -10.5% |
| Q2 2020 | $94,000 | -1.1% | 522 | -18.7% | 0.04% | -11.6% |
| Q1 2020 | $95,000 | -24.0% | 642 | -3.0% | 0.04% | -2.3% |
| Q4 2019 | $125,000 | +8.7% | 662 | 0.0% | 0.04% | +33.3% |
| Q3 2019 | $115,000 | -5.0% | 662 | -5.7% | 0.03% | -10.8% |
| Q2 2019 | $121,000 | +3.4% | 702 | 0.0% | 0.04% | +2.8% |
| Q1 2019 | $117,000 | -91.7% | 702 | -92.7% | 0.04% | -92.7% |
| Q4 2018 | $1,412,000 | +1029.6% | 9,613 | +1220.5% | 0.49% | +1097.6% |
| Q3 2018 | $125,000 | +12400.0% | 728 | +7180.0% | 0.04% | +4000.0% |
| Q3 2016 | $1,000 | -92.3% | 10 | -90.9% | 0.00% | -91.7% |
| Q2 2014 | $13,000 | – | 110 | – | 0.01% | – |
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% |