ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,524,366 | +16.7% | 59,269 | +21.2% | 0.24% | +18.2% |
| Q2 2023 | $12,448,768 | +10.9% | 48,918 | +2.6% | 0.20% | +5.2% |
| Q1 2023 | $11,222,987 | +8.6% | 47,674 | +1.8% | 0.19% | +2.7% |
| Q4 2022 | $10,330,000 | +8.4% | 46,810 | +1.7% | 0.19% | -5.5% |
| Q3 2022 | $9,529,000 | -3.5% | 46,023 | +1.3% | 0.20% | -3.4% |
| Q2 2022 | $9,872,000 | -17.0% | 45,411 | +0.1% | 0.21% | -23.1% |
| Q1 2022 | $11,901,000 | +14.2% | 45,359 | +20.8% | 0.27% | +16.0% |
| Q4 2021 | $10,419,000 | +9.0% | 37,546 | +0.1% | 0.23% | +16.7% |
| Q3 2021 | $9,561,000 | -19.4% | 37,517 | -19.0% | 0.20% | -36.5% |
| Q2 2021 | $11,860,000 | +21.4% | 46,344 | +12.6% | 0.31% | +34.5% |
| Q1 2021 | $9,766,000 | +5.5% | 41,168 | -0.6% | 0.23% | -15.6% |
| Q4 2020 | $9,256,000 | +26.2% | 41,407 | -16.3% | 0.28% | -10.7% |
| Q1 2020 | $7,336,000 | – | 49,457 | – | 0.31% | – |
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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% |