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 | $5,242,454 | +3.2% | 16,984 | +0.3% | 0.14% | +3.7% |
Q1 2024 | $5,078,773 | +9.7% | 16,925 | +0.1% | 0.13% | -10.7% |
Q4 2023 | $4,628,489 | +11.8% | 16,908 | +0.0% | 0.15% | -2.6% |
Q3 2023 | $4,141,736 | -4.6% | 16,901 | -0.9% | 0.15% | -6.1% |
Q2 2023 | $4,341,913 | +8.4% | 17,062 | +0.3% | 0.16% | -2.4% |
Q1 2023 | $4,006,400 | +72.9% | 17,019 | +62.1% | 0.17% | +51.4% |
Q4 2022 | $2,316,837 | +11.9% | 10,499 | +5.0% | 0.11% | +0.9% |
Q3 2022 | $2,071,000 | -4.7% | 10,002 | +0.0% | 0.11% | -3.5% |
Q2 2022 | $2,174,000 | -17.1% | 9,998 | +0.0% | 0.11% | -5.8% |
Q1 2022 | $2,623,000 | -5.4% | 9,996 | +0.0% | 0.12% | -3.2% |
Q4 2021 | $2,773,000 | +8.9% | 9,994 | +0.0% | 0.12% | -3.8% |
Q3 2021 | $2,546,000 | -0.4% | 9,992 | +0.0% | 0.13% | -3.7% |
Q2 2021 | $2,556,000 | +7.9% | 9,989 | +0.0% | 0.14% | -1.5% |
Q1 2021 | $2,369,000 | +6.1% | 9,988 | +0.0% | 0.14% | -2.1% |
Q4 2020 | $2,232,000 | +14.2% | 9,985 | +0.0% | 0.14% | -4.1% |
Q3 2020 | $1,954,000 | +5.4% | 9,983 | -3.0% | 0.15% | -8.8% |
Q2 2020 | $1,854,000 | +21.4% | 10,294 | +0.0% | 0.16% | -5.3% |
Q1 2020 | $1,527,000 | -20.1% | 10,292 | +1.5% | 0.17% | -8.2% |
Q4 2019 | $1,911,000 | +15.7% | 10,140 | +6.7% | 0.18% | +4.5% |
Q3 2019 | $1,651,000 | -0.1% | 9,501 | -0.9% | 0.18% | -4.9% |
Q2 2019 | $1,653,000 | +6.9% | 9,591 | +3.4% | 0.18% | +2.8% |
Q1 2019 | $1,547,000 | +13.8% | 9,278 | +0.2% | 0.18% | +1.7% |
Q4 2018 | $1,360,000 | -14.6% | 9,258 | +0.2% | 0.18% | -15.7% |
Q3 2018 | $1,592,000 | +5.4% | 9,240 | -0.7% | 0.21% | -5.8% |
Q2 2018 | $1,510,000 | +12.5% | 9,307 | +8.4% | 0.22% | +2.8% |
Q1 2018 | $1,342,000 | -1.2% | 8,586 | 0.0% | 0.22% | -6.9% |
Q4 2017 | $1,358,000 | -5.1% | 8,586 | -10.4% | 0.23% | -11.4% |
Q3 2017 | $1,431,000 | +3.6% | 9,586 | 0.0% | 0.26% | +0.4% |
Q2 2017 | $1,381,000 | +2.4% | 9,586 | -0.5% | 0.26% | 0.0% |
Q1 2017 | $1,348,000 | +5.2% | 9,636 | 0.0% | 0.26% | +2.7% |
Q4 2016 | $1,281,000 | +3.7% | 9,636 | 0.0% | 0.26% | -14.7% |
Q3 2016 | $1,235,000 | -47.1% | 9,636 | -48.8% | 0.30% | -51.8% |
Q2 2016 | $2,334,000 | +12.6% | 18,819 | +9.8% | 0.62% | +11.1% |
Q1 2016 | $2,072,000 | +0.4% | 17,143 | 0.0% | 0.56% | -4.0% |
Q4 2015 | $2,063,000 | -1.0% | 17,143 | -6.3% | 0.58% | -7.9% |
Q3 2015 | $2,083,000 | +62.5% | 18,294 | +76.7% | 0.63% | +43.7% |
Q2 2015 | $1,282,000 | – | 10,353 | – | 0.44% | – |
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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% |