ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,210 | -3.7% | 919 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $233,867 | +8.1% | 919 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $216,342 | +106472.4% | 919 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $203 | -99.9% | 919 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $241,000 | -5.5% | 919 | 0.0% | 0.02% | -4.2% |
| Q4 2021 | $255,000 | +9.0% | 919 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $234,000 | -0.4% | 919 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $235,000 | -18.4% | 919 | -28.8% | 0.02% | -34.2% |
| Q4 2020 | $288,000 | +14.3% | 1,290 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $252,000 | +8.6% | 1,290 | 0.0% | 0.04% | +5.6% |
| Q2 2020 | $232,000 | -48.2% | 1,290 | -50.0% | 0.04% | -2.7% |
| Q1 2020 | $448,000 | +84.4% | 2,580 | +100.0% | 0.04% | -2.6% |
| Q4 2019 | $243,000 | +8.5% | 1,290 | 0.0% | 0.04% | +2.7% |
| Q3 2019 | $224,000 | +0.9% | 1,290 | 0.0% | 0.04% | -2.6% |
| Q2 2019 | $222,000 | +3.3% | 1,290 | 0.0% | 0.04% | -5.0% |
| Q1 2019 | $215,000 | -3.2% | 1,290 | 0.0% | 0.04% | +11.1% |
| Q3 2018 | $222,000 | +6.2% | 1,290 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $209,000 | +3.5% | 1,290 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $202,000 | -1.0% | 1,290 | 0.0% | 0.04% | -5.3% |
| Q4 2017 | $204,000 | +27.5% | 1,290 | 0.0% | 0.04% | -30.9% |
| Q1 2015 | $160,000 | – | 1,290 | – | 0.06% | – |
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% |