ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,008 | -3.7% | 555 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $141,236 | +8.1% | 555 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $130,653 | +6.7% | 555 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $122,477 | +6.5% | 555 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $115,000 | -5.0% | 555 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $121,000 | -17.1% | 555 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $146,000 | -5.2% | 555 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $154,000 | +9.2% | 555 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $141,000 | -56.3% | 555 | -56.1% | 0.01% | -61.5% |
| Q2 2021 | $323,000 | +7.7% | 1,263 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $300,000 | -52.5% | 1,263 | -55.4% | 0.01% | -56.7% |
| Q4 2020 | $632,000 | +14.1% | 2,829 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $554,000 | +8.8% | 2,829 | 0.0% | 0.03% | -3.2% |
| Q2 2020 | $509,000 | -10.1% | 2,829 | -25.9% | 0.03% | -36.7% |
| Q1 2020 | $566,000 | -21.3% | 3,816 | 0.0% | 0.05% | -7.5% |
| Q4 2019 | $719,000 | +17.3% | 3,816 | +8.2% | 0.05% | +6.0% |
| Q3 2019 | $613,000 | +30550.0% | 3,528 | +39100.0% | 0.05% | – |
| Q1 2019 | $2,000 | – | 9 | – | 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% |