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 | $43,133,020 | +3.1% | 175,289 | +6.6% | 6.81% | +1.5% |
| Q2 2023 | $41,830,711 | +11.1% | 164,377 | +2.8% | 6.70% | -32.8% |
| Q1 2023 | $37,655,601 | +14.7% | 159,958 | +7.5% | 9.97% | -21.8% |
| Q4 2022 | $32,843,652 | +7.9% | 148,829 | +1.3% | 12.74% | -7.9% |
| Q3 2022 | $30,432,000 | +2.1% | 146,984 | +7.2% | 13.84% | +0.1% |
| Q2 2022 | $29,798,000 | -18.9% | 137,074 | -2.2% | 13.83% | -3.0% |
| Q1 2022 | $36,764,000 | +1.8% | 140,122 | +7.7% | 14.27% | -9.4% |
| Q4 2021 | $36,115,000 | +19.9% | 130,144 | +10.1% | 15.74% | +3.1% |
| Q3 2021 | $30,128,000 | -0.9% | 118,218 | -0.5% | 15.27% | -6.0% |
| Q2 2021 | $30,408,000 | +14.7% | 118,822 | +6.3% | 16.24% | -8.3% |
| Q1 2021 | $26,507,000 | +6.3% | 111,735 | +0.1% | 17.72% | -4.6% |
| Q4 2020 | $24,944,000 | +19.5% | 111,582 | +4.6% | 18.59% | -1.8% |
| Q3 2020 | $20,880,000 | +5.2% | 106,686 | -3.3% | 18.93% | -4.4% |
| Q2 2020 | $19,855,000 | +22.6% | 110,273 | +1.0% | 19.79% | +55.4% |
| Q1 2020 | $16,192,000 | +27.2% | 109,162 | +61.7% | 12.74% | +65.1% |
| Q4 2019 | $12,725,000 | – | 67,509 | – | 7.72% | – |
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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% |