ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 671 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $454,362 | -4.2% | 1,472 | -6.8% | 0.01% | 0.0% |
| Q1 2024 | $474,126 | +28.9% | 1,580 | +17.6% | 0.01% | 0.0% |
| Q4 2023 | $367,907 | +11.7% | 1,344 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $329,361 | -3.7% | 1,344 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $342,021 | +8.9% | 1,344 | +0.7% | 0.01% | 0.0% |
| Q1 2023 | $314,037 | +6.7% | 1,334 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $294,387 | +6.7% | 1,334 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $276,000 | -2.5% | 1,334 | +2.3% | 0.01% | 0.0% |
| Q2 2022 | $283,000 | -17.3% | 1,304 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $342,000 | -5.5% | 1,304 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $362,000 | +9.0% | 1,304 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $332,000 | -0.6% | 1,304 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $334,000 | -100.0% | 1,304 | -60.9% | 0.01% | -14.3% |
| Q1 2021 | $791,400,000 | +274691.7% | 3,336 | +158.6% | 0.01% | +16.7% |
| Q4 2020 | $288,000 | +13.4% | 1,290 | -0.5% | 0.01% | 0.0% |
| Q3 2020 | $254,000 | +15.5% | 1,297 | +6.1% | 0.01% | 0.0% |
| Q2 2020 | $220,000 | +1592.3% | 1,223 | +1467.9% | 0.01% | +500.0% |
| Q2 2018 | $13,000 | +8.3% | 78 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | – | 78 | – | 0.00% | – |
Download | ||||||
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% |