ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 584 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $337,993 | +6.2% | 1,095 | +3.2% | 0.17% | -2.8% |
| Q1 2024 | $318,384 | +12.3% | 1,061 | +2.4% | 0.18% | +4.8% |
| Q4 2023 | $283,593 | +7.8% | 1,036 | -3.5% | 0.17% | +19.1% |
| Q3 2023 | $263,194 | -2.7% | 1,074 | +1.0% | 0.14% | -19.4% |
| Q2 2023 | $270,511 | +10.0% | 1,063 | +1.7% | 0.18% | +4.2% |
| Q1 2023 | $246,002 | +7.1% | 1,045 | +0.4% | 0.17% | +22.6% |
| Q4 2022 | $229,728 | +11.5% | 1,041 | +4.7% | 0.14% | +21.2% |
| Q3 2022 | $206,000 | -13.4% | 994 | +10.0% | 0.11% | +15.3% |
| Q1 2022 | $238,000 | +8.2% | 904 | +13.9% | 0.10% | +8.9% |
| Q4 2021 | $220,000 | -2.2% | 794 | -10.1% | 0.09% | -6.2% |
| Q3 2021 | $225,000 | -3.0% | 883 | -34.4% | 0.10% | -38.1% |
| Q3 2018 | $232,000 | – | 1,346 | – | 0.16% | – |
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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% |