ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 745 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,438,493 | +3.3% | 7,900 | +0.4% | 0.27% | -1.1% |
| Q1 2024 | $2,360,129 | -54.9% | 7,865 | -58.9% | 0.27% | -58.3% |
| Q4 2023 | $5,236,646 | +95.1% | 19,130 | +74.7% | 0.65% | +81.2% |
| Q3 2023 | $2,683,407 | -17.4% | 10,950 | -14.2% | 0.36% | -13.1% |
| Q2 2023 | $3,248,437 | +18.5% | 12,765 | +9.6% | 0.41% | +13.5% |
| Q1 2023 | $2,741,349 | -86.1% | 11,645 | -87.0% | 0.36% | -86.9% |
| Q4 2022 | $19,786,169 | – | 89,660 | – | 2.77% | – |
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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% |