ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,715 | -5.9% | 1,178 | -2.2% | 0.10% | -3.8% |
| Q2 2023 | $306,684 | +6.3% | 1,205 | -1.7% | 0.10% | +2.9% |
| Q1 2023 | $288,613 | +6.7% | 1,226 | 0.0% | 0.10% | +3.0% |
| Q4 2022 | $270,554 | +6.1% | 1,226 | -0.4% | 0.10% | -8.3% |
| Q3 2022 | $255,000 | -5.6% | 1,231 | 0.0% | 0.11% | -1.8% |
| Q2 2022 | $270,000 | -11.5% | 1,231 | +7.0% | 0.11% | 0.0% |
| Q1 2022 | $305,000 | +9.7% | 1,151 | +15.1% | 0.11% | +11.1% |
| Q4 2021 | $278,000 | +7.8% | 1,000 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $258,000 | -9.2% | 1,000 | -7.4% | 0.10% | -9.2% |
| Q2 2021 | $284,000 | +10.9% | 1,080 | 0.0% | 0.11% | +3.8% |
| Q1 2021 | $256,000 | +6.2% | 1,080 | 0.0% | 0.10% | 0.0% |
| Q4 2020 | $241,000 | -68.4% | 1,080 | -72.3% | 0.10% | -73.8% |
| Q3 2020 | $762,000 | +8.7% | 3,895 | 0.0% | 0.40% | -2.0% |
| Q2 2020 | $701,000 | +21.3% | 3,895 | 0.0% | 0.41% | +2.2% |
| Q1 2020 | $578,000 | +122.3% | 3,895 | +181.8% | 0.40% | +183.7% |
| Q4 2019 | $260,000 | +8.3% | 1,382 | 0.0% | 0.14% | +1.4% |
| Q3 2019 | $240,000 | +0.8% | 1,382 | 0.0% | 0.14% | -9.7% |
| Q2 2019 | $238,000 | +3.5% | 1,382 | 0.0% | 0.15% | -10.5% |
| Q1 2019 | $230,000 | +13.3% | 1,382 | 0.0% | 0.17% | +10.3% |
| Q4 2018 | $203,000 | – | 1,382 | – | 0.16% | – |
Download | ||||||
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% |