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 | $39,741,262 | +9.2% | 128,750 | +6.2% | 0.10% | +9.4% |
| Q1 2024 | $36,382,708 | +141.6% | 121,244 | +120.4% | 0.10% | +95.9% |
| Q4 2023 | $15,058,750 | +446.4% | 55,013 | +390.7% | 0.05% | +276.9% |
| Q3 2023 | $2,756,183 | -80.5% | 11,210 | -79.8% | 0.01% | -76.4% |
| Q2 2023 | $14,128,022 | +10.6% | 55,517 | +2.3% | 0.06% | +83.3% |
| Q1 2023 | $12,775,938 | -5.2% | 54,271 | -11.2% | 0.03% | -65.1% |
| Q4 2022 | $13,481,235 | -33.6% | 61,090 | -37.7% | 0.09% | -64.8% |
| Q3 2022 | $20,310,000 | -2.7% | 98,098 | +2.1% | 0.24% | +5.6% |
| Q2 2022 | $20,883,000 | -13.7% | 96,061 | +4.1% | 0.23% | -38.6% |
| Q1 2022 | $24,202,000 | +910.1% | 92,246 | +968.4% | 0.38% | +944.4% |
| Q4 2021 | $2,396,000 | +364.3% | 8,634 | +326.8% | 0.04% | +227.3% |
| Q3 2021 | $516,000 | -3.9% | 2,023 | -3.7% | 0.01% | -8.3% |
| Q2 2021 | $537,000 | +19.3% | 2,100 | +10.8% | 0.01% | +9.1% |
| Q1 2021 | $450,000 | -46.8% | 1,895 | -49.9% | 0.01% | -59.3% |
| Q4 2020 | $846,000 | +293.5% | 3,785 | +159.2% | 0.03% | +92.9% |
| Q4 2018 | $215,000 | – | 1,460 | – | 0.01% | – |
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% |