ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,937,315 | +12.3% | 15,337 | 0.0% | 4.23% | -12.6% |
| Q4 2022 | $3,505,271 | +9.4% | 15,337 | 0.0% | 4.84% | +59.2% |
| Q3 2022 | $3,203,000 | -7.1% | 15,337 | 0.0% | 3.04% | +27.0% |
| Q2 2022 | $3,449,000 | -14.3% | 15,337 | 0.0% | 2.39% | +44.4% |
| Q1 2022 | $4,024,000 | +2.5% | 15,337 | 0.0% | 1.66% | +24.7% |
| Q2 2021 | $3,925,000 | +7.9% | 15,337 | 0.0% | 1.33% | +0.5% |
| Q1 2021 | $3,638,000 | -50.6% | 15,337 | -59.2% | 1.32% | -58.2% |
| Q3 2020 | $7,362,000 | +8.7% | 37,615 | 0.0% | 3.16% | +4.8% |
| Q2 2020 | $6,773,000 | +21.4% | 37,615 | 0.0% | 3.02% | +1.7% |
| Q1 2020 | $5,579,000 | – | 37,615 | +1880650.0% | 2.97% | – |
| Q4 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 2 | – | 0.00% | – |
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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% |