ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $610,249 | -7.0% | 2,478 | -3.4% | 0.02% | -4.0% |
| Q2 2023 | $655,849 | +7.1% | 2,565 | -0.8% | 0.02% | 0.0% |
| Q1 2023 | $612,334 | +4.7% | 2,586 | -2.4% | 0.02% | -13.8% |
| Q4 2022 | $584,834 | -17.7% | 2,650 | -22.4% | 0.03% | -21.6% |
| Q3 2022 | $711,000 | +4.1% | 3,414 | +9.3% | 0.04% | +5.7% |
| Q2 2022 | $683,000 | -37.1% | 3,124 | -24.1% | 0.04% | -22.2% |
| Q1 2022 | $1,085,000 | -7.4% | 4,116 | -2.1% | 0.04% | -11.8% |
| Q4 2021 | $1,172,000 | +7.7% | 4,204 | -1.1% | 0.05% | -5.6% |
| Q3 2021 | $1,088,000 | -4.1% | 4,252 | -3.7% | 0.05% | -5.3% |
| Q2 2021 | $1,135,000 | +3.1% | 4,414 | -4.6% | 0.06% | -12.3% |
| Q1 2021 | $1,101,000 | -12.1% | 4,625 | -17.2% | 0.06% | -24.4% |
| Q4 2020 | $1,253,000 | +26.3% | 5,585 | +10.2% | 0.09% | -77.3% |
| Q3 2020 | $992,000 | -27.3% | 5,068 | -33.2% | 0.38% | +213.2% |
| Q2 2020 | $1,365,000 | +20.2% | 7,582 | -1.0% | 0.12% | 0.0% |
| Q1 2020 | $1,136,000 | -26.3% | 7,657 | -6.3% | 0.12% | +1.7% |
| Q4 2019 | $1,541,000 | +8.2% | 8,174 | -0.2% | 0.12% | -18.5% |
| Q3 2019 | $1,424,000 | +64.2% | 8,193 | +63.6% | 0.15% | +50.5% |
| Q2 2019 | $867,000 | +13.9% | 5,008 | +12.1% | 0.10% | -61.2% |
| Q1 2019 | $761,000 | +15.8% | 4,467 | +0.1% | 0.25% | +88.0% |
| Q4 2018 | $657,000 | -11.3% | 4,461 | -0.7% | 0.13% | -3.6% |
| Q3 2018 | $741,000 | +5.0% | 4,491 | +3.4% | 0.14% | +43.8% |
| Q2 2018 | $706,000 | +4.4% | 4,343 | +0.4% | 0.10% | +2.1% |
| Q1 2018 | $676,000 | +2.4% | 4,325 | +4.1% | 0.09% | -6.9% |
| Q4 2017 | $660,000 | +117.1% | 4,153 | +104.7% | 0.10% | +119.6% |
| Q3 2017 | $304,000 | +4.8% | 2,029 | 0.0% | 0.05% | -2.1% |
| Q2 2017 | $290,000 | +2.5% | 2,029 | 0.0% | 0.05% | -7.8% |
| Q1 2017 | $283,000 | +4.0% | 2,029 | 0.0% | 0.05% | -3.8% |
| Q4 2016 | $272,000 | +4.6% | 2,029 | 0.0% | 0.05% | +1.9% |
| Q3 2016 | $260,000 | +3.2% | 2,029 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $252,000 | +2.9% | 2,029 | 0.0% | 0.05% | -5.5% |
| Q1 2016 | $245,000 | +0.4% | 2,029 | 0.0% | 0.06% | +1.9% |
| Q4 2015 | $244,000 | +5.6% | 2,029 | 0.0% | 0.05% | -6.9% |
| Q3 2015 | $231,000 | -86.0% | 2,029 | -86.4% | 0.06% | -89.5% |
| Q4 2013 | $1,648,000 | – | 14,895 | – | 0.55% | – |
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% |