ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,356 | +6.7% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,958 | -99.9% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,590,000 | -4.8% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,869,000 | -17.2% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,084,000 | -5.4% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,492,000 | +8.9% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,880,000 | -0.4% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,909,000 | +7.9% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,405,000 | +6.1% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,035,000 | +24.1% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,862,000 | +21.4% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,005,000 | -21.3% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,089,000 | +8.5% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,691,000 | +0.8% | 27 | 0.0% | 0.00% | -50.0% |
| Q2 2019 | $4,653,000 | – | 27 | – | 0.00% | – |
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% |