ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 671 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $827,621 | 0.0% | 2,758 | 0.0% | 0.30% | 0.0% |
| Q1 2024 | $827,621 | +9.6% | 2,758 | 0.0% | 0.30% | +2.1% |
| Q4 2023 | $754,975 | +4.7% | 2,758 | -6.3% | 0.29% | -4.0% |
| Q3 2023 | $721,212 | -3.7% | 2,943 | 0.0% | 0.30% | -10.4% |
| Q2 2023 | $748,935 | -7.9% | 2,943 | -14.8% | 0.34% | -9.9% |
| Q1 2023 | $812,871 | +6.7% | 3,453 | 0.0% | 0.37% | +1.9% |
| Q4 2022 | $762,008 | +6.6% | 3,453 | 0.0% | 0.37% | -22.7% |
| Q3 2022 | $715,000 | +6.6% | 3,453 | +0.7% | 0.48% | -15.3% |
| Q3 2020 | $671,000 | +8.8% | 3,428 | 0.0% | 0.56% | -1.6% |
| Q2 2020 | $617,000 | +21.5% | 3,428 | 0.0% | 0.57% | -10.2% |
| Q1 2020 | $508,000 | -5.8% | 3,428 | -19.2% | 0.64% | -18.4% |
| Q3 2016 | $539,000 | – | 4,243 | – | 0.78% | – |
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% |