ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $497,717 | -3.7% | 2,031 | 0.0% | 0.06% | -9.7% |
| Q2 2023 | $516,849 | +9.4% | 2,031 | +1.2% | 0.07% | +1.4% |
| Q1 2023 | $472,232 | +6.7% | 2,006 | 0.0% | 0.07% | +2.9% |
| Q4 2022 | $442,684 | +6.7% | 2,006 | 0.0% | 0.07% | +1.5% |
| Q3 2022 | $415,000 | -2.6% | 2,006 | +2.3% | 0.07% | 0.0% |
| Q2 2022 | $426,000 | -17.3% | 1,961 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $515,000 | -5.3% | 1,961 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $544,000 | +8.8% | 1,961 | 0.0% | 0.07% | +1.5% |
| Q3 2021 | $500,000 | -0.4% | 1,961 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $502,000 | +8.0% | 1,961 | 0.0% | 0.07% | -2.9% |
| Q1 2021 | $465,000 | +5.2% | 1,961 | -0.9% | 0.07% | -1.4% |
| Q4 2020 | $442,000 | +16.0% | 1,979 | +1.6% | 0.07% | -2.7% |
| Q3 2020 | $381,000 | +19.8% | 1,948 | +10.4% | 0.07% | +7.4% |
| Q2 2020 | $318,000 | +21.4% | 1,765 | 0.0% | 0.07% | -4.2% |
| Q1 2020 | $262,000 | +66.9% | 1,765 | +111.4% | 0.07% | +97.2% |
| Q4 2019 | $157,000 | – | 835 | – | 0.04% | – |
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% |