ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 689 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $649,750 | -13.2% | 2,105 | -15.6% | 0.08% | -26.2% |
| Q1 2024 | $748,400 | +9.6% | 2,494 | 0.0% | 0.10% | -1.0% |
| Q4 2023 | $682,708 | +11.7% | 2,494 | 0.0% | 0.10% | +8.3% |
| Q3 2023 | $611,180 | -3.7% | 2,494 | 0.0% | 0.10% | -4.0% |
| Q2 2023 | $634,673 | +8.1% | 2,494 | 0.0% | 0.10% | -4.8% |
| Q1 2023 | $587,113 | -1.8% | 2,494 | -8.0% | 0.10% | -7.1% |
| Q4 2022 | $598,043 | +133.6% | 2,710 | +119.1% | 0.11% | +182.5% |
| Q3 2022 | $256,000 | -42.3% | 1,237 | -39.4% | 0.04% | -36.5% |
| Q2 2022 | $444,000 | – | 2,042 | – | 0.06% | – |
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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% |