ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 639 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,695,772 | +4.0% | 67,048 | +1.1% | 0.06% | +1.7% |
| Q1 2024 | $19,902,654 | +7.2% | 66,324 | -2.2% | 0.06% | -6.5% |
| Q4 2023 | $18,565,285 | +43.1% | 67,820 | +28.1% | 0.06% | +24.0% |
| Q3 2023 | $12,972,737 | +6.6% | 52,936 | +10.7% | 0.05% | +6.4% |
| Q2 2023 | $12,173,856 | +389837.7% | 47,838 | +260.7% | 0.05% | +261.5% |
| Q1 2023 | $3,122 | +7.8% | 13,264 | +1.1% | 0.01% | -13.3% |
| Q4 2022 | $2,896 | -99.9% | 13,124 | -0.0% | 0.02% | +7.1% |
| Q3 2022 | $2,717,000 | +3.3% | 13,126 | +8.5% | 0.01% | 0.0% |
| Q2 2022 | $2,629,000 | +3.0% | 12,098 | +24.4% | 0.01% | +16.7% |
| Q1 2022 | $2,552,000 | +46.9% | 9,728 | +55.3% | 0.01% | +50.0% |
| Q4 2021 | $1,737,000 | +9.5% | 6,266 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $1,587,000 | -9.6% | 6,231 | -9.3% | 0.01% | -20.0% |
| Q2 2021 | $1,756,000 | +7.9% | 6,867 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $1,628,000 | +6.1% | 6,867 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $1,535,000 | +1515.8% | 6,867 | +1307.2% | 0.01% | +1100.0% |
| Q3 2020 | $95,000 | +8.0% | 488 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $88,000 | +22.2% | 488 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $72,000 | -92.9% | 488 | -92.0% | 0.00% | -93.3% |
| Q1 2019 | $1,021,000 | +13.4% | 6,127 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $900,000 | -14.8% | 6,127 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $1,056,000 | +6.2% | 6,127 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $994,000 | +695.2% | 6,127 | +664.0% | 0.02% | +700.0% |
| Q1 2018 | $125,000 | – | 802 | – | 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% |