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 | $274,716 | +2.9% | 890 | 0.0% | 0.01% | -7.1% |
| Q1 2024 | $267,071 | +9.6% | 890 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $243,629 | +11.7% | 890 | 0.0% | 0.01% | -6.7% |
| Q3 2023 | $218,103 | -4.1% | 890 | -0.4% | 0.02% | 0.0% |
| Q2 2023 | $227,505 | +9.9% | 894 | +1.7% | 0.02% | 0.0% |
| Q1 2023 | $206,925 | -10.4% | 879 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $231,000 | -5.3% | 879 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $244,000 | +8.9% | 879 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $224,000 | -0.4% | 879 | 0.0% | 0.02% | +6.2% |
| Q2 2021 | $225,000 | +7.7% | 879 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $209,000 | -9.5% | 879 | -15.0% | 0.02% | -20.0% |
| Q4 2020 | $231,000 | +14.4% | 1,034 | 0.0% | 0.02% | +5.3% |
| Q3 2020 | $202,000 | -14.8% | 1,034 | -17.7% | 0.02% | -20.8% |
| Q4 2019 | $237,000 | +8.7% | 1,256 | 0.0% | 0.02% | -4.0% |
| Q3 2019 | $218,000 | +0.9% | 1,256 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $216,000 | +2.4% | 1,256 | -0.6% | 0.02% | -3.8% |
| Q1 2019 | $211,000 | – | 1,264 | – | 0.03% | – |
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% |