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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $283,668 | +2.9% | 919 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $275,774 | +9.6% | 919 | 0.0% | 0.02% | +4.5% |
| Q4 2023 | $251,567 | +11.7% | 919 | 0.0% | 0.02% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |