ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,491,738 | -3.7% | 6,087 | 0.0% | 0.31% | +1.7% |
| Q2 2023 | $1,549,079 | +8.1% | 6,087 | 0.0% | 0.30% | +3.8% |
| Q1 2023 | $1,432,991 | +6.7% | 6,087 | 0.0% | 0.29% | +6.2% |
| Q4 2022 | $1,343,321 | +6.6% | 6,087 | 0.0% | 0.27% | -1.8% |
| Q3 2022 | $1,260,000 | -4.8% | 6,087 | 0.0% | 0.28% | +2.6% |
| Q2 2022 | $1,323,000 | -17.2% | 6,087 | 0.0% | 0.27% | -3.2% |
| Q1 2022 | $1,597,000 | +21.8% | 6,087 | -24.7% | 0.28% | -7.9% |
| Q2 2018 | $1,311,000 | – | 8,080 | – | 0.30% | – |
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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% |