ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 657 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,827,472 | +2.9% | 22,119 | 0.0% | 0.16% | -4.8% |
| Q1 2024 | $6,637,470 | +9.6% | 22,119 | 0.0% | 0.16% | +7.1% |
| Q4 2023 | $6,054,856 | +11.7% | 22,119 | 0.0% | 0.15% | +14.1% |
| Q3 2023 | $5,420,483 | +535.3% | 22,119 | +559.7% | 0.14% | +19.5% |
| Q2 2023 | $853,272 | +8.1% | 3,353 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $789,330 | +6.7% | 3,353 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $739,940 | +6.6% | 3,353 | 0.0% | 0.11% | 0.0% |
| Q3 2022 | $694,000 | -4.8% | 3,353 | 0.0% | 0.11% | -1.7% |
| Q2 2022 | $729,000 | -17.2% | 3,353 | 0.0% | 0.12% | +0.9% |
| Q1 2022 | $880,000 | -10.4% | 3,353 | -5.2% | 0.12% | -10.2% |
| Q4 2021 | $982,000 | +8.9% | 3,538 | 0.0% | 0.13% | -1.5% |
| Q3 2021 | $902,000 | -0.3% | 3,538 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $905,000 | +4.1% | 3,538 | -3.4% | 0.13% | -6.5% |
| Q1 2021 | $869,000 | +6.1% | 3,663 | 0.0% | 0.14% | +18.8% |
| Q4 2020 | $819,000 | +14.2% | 3,663 | 0.0% | 0.12% | -0.8% |
| Q3 2020 | $717,000 | +8.6% | 3,663 | 0.0% | 0.12% | +1.7% |
| Q2 2020 | $660,000 | +21.5% | 3,663 | 0.0% | 0.12% | +9.4% |
| Q1 2020 | $543,000 | -6.2% | 3,663 | +19.3% | 0.11% | +6.0% |
| Q4 2019 | $579,000 | – | 3,071 | – | 0.10% | – |
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% |