ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $267,713 | +8.1% | 1,052 | 0.0% | 0.04% | -2.2% |
| Q1 2023 | $247,651 | +6.7% | 1,052 | 0.0% | 0.05% | -4.2% |
| Q4 2022 | $232,155 | +6.5% | 1,052 | 0.0% | 0.05% | +9.1% |
| Q3 2022 | $218,000 | -23.0% | 1,052 | -19.2% | 0.04% | -17.0% |
| Q2 2022 | $283,000 | -20.7% | 1,302 | -4.3% | 0.05% | -7.0% |
| Q1 2022 | $357,000 | -5.3% | 1,360 | 0.0% | 0.06% | +3.6% |
| Q4 2021 | $377,000 | +8.6% | 1,360 | 0.0% | 0.06% | +1.9% |
| Q3 2021 | $347,000 | -0.6% | 1,360 | 0.0% | 0.05% | -3.6% |
| Q2 2021 | $349,000 | +11.5% | 1,360 | +3.0% | 0.06% | -1.8% |
| Q1 2021 | $313,000 | +6.1% | 1,321 | 0.0% | 0.06% | -6.6% |
| Q4 2020 | $295,000 | +23.9% | 1,321 | 0.0% | 0.06% | -1.6% |
| Q2 2020 | $238,000 | -15.3% | 1,321 | -30.3% | 0.06% | -29.5% |
| Q1 2020 | $281,000 | +57.9% | 1,896 | +52.9% | 0.09% | +6.0% |
| Q2 2017 | $178,000 | -30.5% | 1,240 | -37.7% | 0.08% | -59.9% |
| Q3 2016 | $256,000 | +9.4% | 1,990 | +5.3% | 0.21% | +7.8% |
| Q2 2016 | $234,000 | – | 1,890 | – | 0.19% | – |
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% |