ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,774,000 | -24.9% | 8,564 | -21.1% | 0.05% | -24.2% |
| Q2 2022 | $2,361,000 | -30.9% | 10,859 | -16.6% | 0.07% | -18.5% |
| Q1 2022 | $3,415,000 | +41.3% | 13,017 | +49.4% | 0.08% | +30.6% |
| Q4 2021 | $2,417,000 | +68.4% | 8,711 | +54.7% | 0.06% | +44.2% |
| Q3 2021 | $1,435,000 | +49.3% | 5,631 | +49.9% | 0.04% | +26.5% |
| Q2 2021 | $961,000 | +7.5% | 3,757 | -0.3% | 0.03% | -24.4% |
| Q1 2021 | $894,000 | +18.3% | 3,767 | +11.4% | 0.04% | -19.6% |
| Q4 2020 | $756,000 | +13.2% | 3,380 | -1.0% | 0.06% | -6.7% |
| Q3 2020 | $668,000 | -25.5% | 3,413 | -31.5% | 0.06% | -55.6% |
| Q2 2020 | $897,000 | +47.5% | 4,983 | +31.5% | 0.14% | -22.9% |
| Q1 2020 | $608,000 | – | 3,789 | – | 0.18% | – |
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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% |