ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,692,000 | +0.4% | 18,252 | -0.1% | 0.84% | -0.9% |
| Q2 2021 | $4,675,000 | +7.7% | 18,269 | -0.1% | 0.85% | -4.1% |
| Q1 2021 | $4,339,000 | +5.6% | 18,289 | -0.5% | 0.89% | +20.7% |
| Q4 2020 | $4,110,000 | +8.4% | 18,383 | -5.1% | 0.74% | -1.3% |
| Q3 2020 | $3,791,000 | +8.3% | 19,370 | -0.3% | 0.74% | +8.0% |
| Q2 2020 | $3,499,000 | +0.1% | 19,433 | -17.5% | 0.69% | -21.6% |
| Q1 2020 | $3,495,000 | -40.2% | 23,560 | -30.3% | 0.88% | -11.9% |
| Q4 2019 | $5,849,000 | +16.1% | 33,820 | +16.7% | 1.00% | -7.7% |
| Q3 2019 | $5,037,000 | -2.4% | 28,988 | -3.2% | 1.08% | -4.4% |
| Q2 2019 | $5,161,000 | -0.3% | 29,944 | -3.5% | 1.13% | -32.4% |
| Q1 2019 | $5,174,000 | +20.5% | 31,037 | +6.2% | 1.67% | +2.0% |
| Q4 2018 | $4,292,000 | +2183.0% | 29,214 | +1621.5% | 1.64% | +972.5% |
| Q4 2013 | $188,000 | – | 1,697 | – | 0.15% | – |
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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% |