ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,898,434 | +6.6% | 22,197 | 0.0% | 0.39% | -34.6% |
| Q3 2022 | $4,596,000 | -4.7% | 22,197 | 0.0% | 0.60% | +12.6% |
| Q2 2022 | $4,825,000 | -17.2% | 22,197 | 0.0% | 0.53% | -14.2% |
| Q1 2022 | $5,824,000 | -5.5% | 22,197 | 0.0% | 0.62% | -5.4% |
| Q4 2021 | $6,160,000 | +43900.0% | 22,197 | +24840.4% | 0.65% | +16250.0% |
| Q1 2020 | $14,000 | -99.4% | 89 | -99.4% | 0.00% | -99.7% |
| Q2 2017 | $2,248,000 | -11.3% | 15,624 | -13.8% | 1.44% | -21.1% |
| Q1 2017 | $2,534,000 | +12.7% | 18,116 | +7.1% | 1.83% | -4.1% |
| Q4 2016 | $2,249,000 | – | 16,915 | – | 1.91% | – |
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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% |