ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $154,643 | -3.7% | 631 | 0.0% | 0.04% | +2.6% |
Q2 2023 | $160,588 | +8.4% | 631 | +0.3% | 0.04% | +5.6% |
Q1 2023 | $148,165 | +7.1% | 629 | +0.3% | 0.04% | +2.9% |
Q4 2022 | $138,390 | +6.5% | 627 | +0.3% | 0.04% | +6.1% |
Q3 2022 | $130,000 | -3.7% | 625 | +0.5% | 0.03% | -2.9% |
Q2 2022 | $135,000 | -17.2% | 622 | +0.5% | 0.03% | -12.8% |
Q1 2022 | $163,000 | -4.7% | 619 | +0.2% | 0.04% | -4.9% |
Q4 2021 | $171,000 | +8.9% | 618 | +0.3% | 0.04% | 0.0% |
Q3 2021 | $157,000 | 0.0% | 616 | +0.3% | 0.04% | -4.7% |
Q2 2021 | $157,000 | -7.1% | 614 | -47.4% | 0.04% | -14.0% |
Q1 2021 | $169,000 | -6.6% | 1,168 | +44.2% | 0.05% | -18.0% |
Q4 2020 | $181,000 | +1.7% | 810 | -10.7% | 0.06% | -6.2% |
Q3 2020 | $178,000 | -18.0% | 907 | -24.6% | 0.06% | -21.7% |
Q2 2020 | $217,000 | +12.4% | 1,203 | -7.5% | 0.08% | -3.5% |
Q1 2020 | $193,000 | -20.9% | 1,300 | +0.5% | 0.09% | -17.3% |
Q4 2019 | $244,000 | – | 1,293 | – | 0.10% | – |
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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% |