ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 645 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,071,085 | -32.3% | 3,470 | -34.2% | 0.01% | -35.3% |
| Q1 2024 | $1,582,622 | +23.9% | 5,274 | +13.1% | 0.02% | +13.3% |
| Q4 2023 | $1,276,997 | -28.1% | 4,665 | -35.6% | 0.02% | -37.5% |
| Q3 2023 | $1,775,950 | +9.5% | 7,247 | +13.7% | 0.02% | +9.1% |
| Q2 2023 | $1,622,564 | -23.6% | 6,376 | -29.4% | 0.02% | -29.0% |
| Q1 2023 | $2,124,811 | +71.7% | 9,026 | +60.9% | 0.03% | +55.0% |
| Q4 2022 | $1,237,573 | +1.6% | 5,608 | -4.7% | 0.02% | -13.0% |
| Q3 2022 | $1,218,000 | +255.1% | 5,885 | +273.4% | 0.02% | +228.6% |
| Q2 2022 | $343,000 | – | 1,576 | – | 0.01% | – |
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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% |