ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $421 | +2.9% | 1,364 | 0.0% | 0.11% | +1.0% |
| Q1 2024 | $409 | +7.9% | 1,364 | -1.4% | 0.10% | +6.1% |
| Q4 2023 | $379 | +8.6% | 1,384 | -2.8% | 0.10% | -14.7% |
| Q3 2023 | $349 | -3.6% | 1,424 | 0.0% | 0.12% | -1.7% |
| Q2 2023 | $362 | +8.1% | 1,424 | 0.0% | 0.12% | +1.7% |
| Q1 2023 | $335 | +6.7% | 1,424 | 0.0% | 0.12% | +5.5% |
| Q4 2022 | $314 | -99.9% | 1,424 | -5.6% | 0.11% | -9.1% |
| Q3 2022 | $312,000 | -4.9% | 1,509 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $328,000 | -21.5% | 1,509 | -5.3% | 0.12% | -12.8% |
| Q1 2022 | $418,000 | -5.4% | 1,594 | +0.1% | 0.14% | -3.4% |
| Q4 2021 | $442,000 | +10.2% | 1,593 | +1.3% | 0.15% | +2.1% |
| Q3 2021 | $401,000 | -0.2% | 1,572 | 0.0% | 0.14% | -2.1% |
| Q2 2021 | $402,000 | +7.8% | 1,572 | +0.1% | 0.15% | +1.4% |
| Q1 2021 | $373,000 | +6.3% | 1,571 | 0.0% | 0.14% | -2.0% |
| Q4 2020 | $351,000 | +22.3% | 1,571 | +7.1% | 0.15% | +8.9% |
| Q3 2020 | $287,000 | +8.7% | 1,467 | +0.1% | 0.14% | +3.1% |
| Q2 2020 | $264,000 | +21.7% | 1,466 | +0.2% | 0.13% | +6.5% |
| Q1 2020 | $217,000 | -21.4% | 1,463 | +0.1% | 0.12% | -8.9% |
| Q4 2019 | $276,000 | +8.7% | 1,462 | +0.1% | 0.14% | +3.1% |
| Q3 2019 | $254,000 | -2.3% | 1,461 | -3.2% | 0.13% | -5.8% |
| Q2 2019 | $260,000 | +3.6% | 1,510 | +0.1% | 0.14% | +3.0% |
| Q1 2019 | $251,000 | +13.6% | 1,508 | +0.1% | 0.14% | -1.5% |
| Q4 2018 | $221,000 | -18.8% | 1,507 | -4.6% | 0.14% | -21.3% |
| Q3 2018 | $272,000 | – | 1,580 | – | 0.17% | – |
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% |