ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 671 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,275,264 | +6.2% | 75,405 | +3.2% | 2.06% | +9.3% |
| Q1 2024 | $21,921,412 | -82.6% | 73,051 | -84.2% | 1.89% | -82.7% |
| Q4 2023 | $126,317,458 | +20.7% | 461,450 | +8.0% | 10.93% | -18.9% |
| Q3 2023 | $104,683,193 | -3.7% | 427,174 | -0.0% | 13.48% | -0.3% |
| Q2 2023 | $108,722,438 | +8.1% | 427,234 | +0.0% | 13.51% | +8.2% |
| Q1 2023 | $100,542,858 | +11.4% | 427,097 | +4.5% | 12.48% | +7.9% |
| Q4 2022 | $90,224,562 | +7.1% | 408,848 | +0.5% | 11.57% | -1.6% |
| Q3 2022 | $84,245,000 | -4.3% | 406,902 | +0.5% | 11.77% | +20.0% |
| Q2 2022 | $88,054,000 | -16.4% | 405,050 | +0.9% | 9.81% | -2.5% |
| Q1 2022 | $105,273,000 | -5.2% | 401,240 | +0.3% | 10.06% | +1.1% |
| Q4 2021 | $111,020,000 | +18.7% | 400,072 | +9.0% | 9.95% | +12.7% |
| Q3 2021 | $93,501,000 | – | 366,887 | – | 8.83% | – |
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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% |