ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,357,526 | -6.4% | 144,272 | -2.8% | 0.05% | -23.5% |
| Q2 2023 | $37,764,820 | -13.9% | 148,400 | -20.3% | 0.07% | -18.1% |
| Q1 2023 | $43,855,078 | +7.6% | 186,283 | +0.9% | 0.08% | 0.0% |
| Q4 2022 | $40,751,425 | +30.9% | 184,658 | +22.8% | 0.08% | +16.9% |
| Q3 2022 | $31,134,000 | -5.0% | 150,374 | -0.3% | 0.07% | -1.4% |
| Q2 2022 | $32,781,000 | -20.8% | 150,771 | -5.3% | 0.07% | -10.0% |
| Q1 2022 | $41,390,000 | -25.3% | 159,291 | -20.3% | 0.08% | -23.8% |
| Q4 2021 | $55,436,000 | +11.9% | 199,753 | +2.8% | 0.10% | +1.9% |
| Q3 2021 | $49,526,000 | +1.8% | 194,317 | +2.2% | 0.10% | -1.9% |
| Q2 2021 | $48,650,000 | +11.3% | 190,097 | +3.2% | 0.10% | 0.0% |
| Q1 2021 | $43,711,000 | +37.7% | 184,229 | +29.8% | 0.10% | +23.5% |
| Q4 2020 | $31,740,000 | +13.4% | 141,978 | -0.8% | 0.08% | +1.2% |
| Q3 2020 | $27,978,000 | +5.6% | 143,100 | -2.7% | 0.08% | -5.6% |
| Q2 2020 | $26,488,000 | +22.5% | 147,103 | -21.0% | 0.09% | +1.1% |
| Q1 2020 | $21,615,000 | – | 186,120 | – | 0.09% | – |
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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% |