ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 579 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,064,072 | +7.6% | 3,887 | -3.7% | 0.03% | -9.4% |
| Q3 2023 | $988,747 | -8.2% | 4,035 | -4.7% | 0.03% | +10.3% |
| Q2 2023 | $1,077,460 | -3.6% | 4,234 | -10.9% | 0.03% | 0.0% |
| Q1 2023 | $1,118,135 | -61.9% | 4,750 | -63.8% | 0.03% | -32.6% |
| Q4 2020 | $2,931,000 | +26.9% | 13,111 | +11.1% | 0.04% | +2.4% |
| Q3 2020 | $2,309,000 | +35.7% | 11,797 | -16.6% | 0.04% | -79.1% |
| Q4 2015 | $1,701,000 | – | 14,141 | – | 0.20% | – |
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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% |