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 | $197,336 | +3.1% | 639 | +0.2% | 0.04% | 0.0% |
| Q1 2024 | $191,360 | +9.9% | 638 | +0.3% | 0.04% | -4.8% |
| Q4 2023 | $174,124 | +12.6% | 636 | +0.8% | 0.04% | +7.7% |
| 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 ↓ |
|---|---|---|---|
| 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% |