ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,065,580 | -11.6% | 16,590 | -8.2% | 1.83% | -9.3% |
| Q2 2023 | $4,599,656 | -62.4% | 18,075 | -65.2% | 2.02% | -66.3% |
| Q1 2023 | $12,231,970 | +76.8% | 51,960 | +65.8% | 5.98% | +56.3% |
| Q4 2022 | $6,917,642 | -15.3% | 31,347 | -20.5% | 3.83% | -21.4% |
| Q3 2022 | $8,168,000 | -31.1% | 39,453 | -27.6% | 4.87% | -27.1% |
| Q2 2022 | $11,854,000 | -10.2% | 54,527 | +8.3% | 6.69% | +2.9% |
| Q1 2022 | $13,206,000 | +7.9% | 50,333 | +14.1% | 6.50% | +9.2% |
| Q4 2021 | $12,240,000 | +30.3% | 44,107 | +19.4% | 5.95% | +19.3% |
| Q3 2021 | $9,395,000 | -14.1% | 36,935 | -13.6% | 4.98% | -12.6% |
| Q2 2021 | $10,943,000 | +164.6% | 42,761 | +53.4% | 5.70% | +39.6% |
| Q1 2021 | $4,135,000 | -57.8% | 27,875 | -36.5% | 4.08% | -32.4% |
| Q4 2020 | $9,810,000 | +41.9% | 43,882 | +24.3% | 6.04% | +24.3% |
| Q3 2020 | $6,911,000 | -10.1% | 35,313 | -17.3% | 4.86% | -19.7% |
| Q2 2020 | $7,686,000 | +85.9% | 42,684 | +53.1% | 6.05% | +48.2% |
| Q1 2020 | $4,135,000 | -13.1% | 27,875 | +10.4% | 4.08% | +5.0% |
| Q4 2019 | $4,760,000 | -23.2% | 25,253 | -29.2% | 3.89% | -29.9% |
| Q3 2019 | $6,198,000 | +19.4% | 35,670 | +18.4% | 5.54% | +15.1% |
| Q2 2019 | $5,193,000 | +21.3% | 30,131 | +17.3% | 4.82% | +16.5% |
| Q1 2019 | $4,281,000 | +96.5% | 25,679 | +73.1% | 4.13% | +76.2% |
| Q4 2018 | $2,179,000 | -34.2% | 14,834 | -22.9% | 2.35% | -22.9% |
| Q3 2018 | $3,314,000 | -41.1% | 19,234 | -44.6% | 3.04% | -39.5% |
| Q2 2018 | $5,629,000 | +253.6% | 34,688 | +240.6% | 5.03% | +250.7% |
| Q1 2018 | $1,592,000 | -24.9% | 10,183 | -24.1% | 1.44% | -25.9% |
| Q4 2017 | $2,121,000 | – | 13,410 | – | 1.94% | – |
Download | ||||||
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% |