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 | $1,418,919 | +2.5% | 4,597 | -0.3% | 0.04% | -4.3% |
| Q1 2024 | $1,383,948 | +10.8% | 4,612 | -0.7% | 0.05% | 0.0% |
| Q4 2023 | $1,249,182 | +10.8% | 4,645 | +1.0% | 0.05% | -11.3% |
| Q3 2023 | $1,127,325 | +42.0% | 4,600 | +47.5% | 0.05% | +29.3% |
| Q2 2023 | $793,699 | +5.2% | 3,119 | -2.7% | 0.04% | -6.8% |
| Q1 2023 | $754,400 | +6.3% | 3,205 | -0.4% | 0.04% | -8.3% |
| Q4 2022 | $709,832 | +6.9% | 3,217 | +0.3% | 0.05% | -5.9% |
| Q3 2022 | $664,000 | -4.6% | 3,207 | +0.2% | 0.05% | -3.8% |
| Q2 2022 | $696,000 | -11.9% | 3,202 | +6.4% | 0.05% | -3.6% |
| Q1 2022 | $790,000 | -4.9% | 3,010 | +0.5% | 0.06% | -6.8% |
| Q4 2021 | $831,000 | +8.1% | 2,995 | -0.7% | 0.06% | +1.7% |
| Q3 2021 | $769,000 | +280.7% | 3,017 | +157.6% | 0.06% | +38.1% |
| Q3 2018 | $202,000 | – | 1,171 | – | 0.04% | – |
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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% |