ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 671 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $12,803 | -7.3% | 46 | -17.9% | 0.00% | 0.0% |
| Q3 2023 | $13,812 | -3.7% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,342 | +8.4% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,233 | +110175.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12 | -99.9% | 56 | +1.8% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | -64.3% | 55 | -77.2% | 0.00% | -83.3% |
| Q1 2019 | $42,000 | +10.5% | 241 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $38,000 | -2.6% | 240 | +0.8% | 0.01% | -14.3% |
| Q3 2018 | $39,000 | -53.0% | 238 | -52.4% | 0.01% | -41.7% |
| Q2 2018 | $83,000 | +5.1% | 500 | +0.4% | 0.01% | 0.0% |
| Q1 2018 | $79,000 | – | 498 | – | 0.01% | – |
Download | ||||||
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% |