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 | $11,672,698 | -3.7% | 47,632 | 0.0% | 0.39% | -3.0% |
| Q2 2023 | $12,121,391 | +8.1% | 47,632 | 0.0% | 0.40% | +6.3% |
| Q1 2023 | $11,213,049 | +26.9% | 47,632 | +18.9% | 0.38% | +22.3% |
| Q4 2022 | $8,838,675 | +37.5% | 40,052 | +29.0% | 0.31% | +26.6% |
| Q3 2022 | $6,429,000 | -38.8% | 31,052 | -35.8% | 0.24% | -36.6% |
| Q2 2022 | $10,513,000 | -39.9% | 48,361 | -27.5% | 0.38% | -35.2% |
| Q1 2022 | $17,491,000 | -25.4% | 66,665 | -21.1% | 0.59% | -28.1% |
| Q4 2021 | $23,460,000 | +111614.3% | 84,540 | +62522.2% | 0.83% | +41200.0% |
| Q4 2017 | $21,000 | +5.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $20,000 | +5.3% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $19,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $19,000 | +5.6% | 135 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $18,000 | +5.9% | 135 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $17,000 | 0.0% | 135 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $17,000 | +6.2% | 135 | 0.0% | 0.00% | -25.0% |
| Q1 2016 | $16,000 | -59.0% | 135 | -58.1% | 0.00% | -50.0% |
| Q4 2015 | $39,000 | +160.0% | 322 | +138.5% | 0.01% | +166.7% |
| Q3 2015 | $15,000 | -11.8% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $17,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $17,000 | – | 135 | – | 0.00% | – |
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% |