ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
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% |