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 | $102,190 | -3.7% | 417 | 0.0% | 0.06% | +9.3% |
| Q2 2023 | $106,118 | -20.5% | 417 | -26.5% | 0.05% | -26.0% |
| Q1 2023 | $133,477 | +106681.6% | 567 | 0.0% | 0.07% | +5.8% |
| Q4 2022 | $125 | -99.9% | 567 | 0.0% | 0.07% | -2.8% |
| Q3 2022 | $117,000 | -19.3% | 567 | -15.0% | 0.07% | -15.5% |
| Q2 2022 | $145,000 | -36.7% | 667 | -23.5% | 0.08% | -27.0% |
| Q1 2022 | $229,000 | -5.4% | 872 | 0.0% | 0.12% | -5.7% |
| Q4 2021 | $242,000 | +9.0% | 872 | 0.0% | 0.12% | +0.8% |
| Q3 2021 | $222,000 | -0.4% | 872 | 0.0% | 0.12% | +3.4% |
| Q2 2021 | $223,000 | +7.7% | 872 | 0.0% | 0.12% | +2.6% |
| Q1 2021 | $207,000 | +6.2% | 872 | 0.0% | 0.11% | -0.9% |
| Q4 2020 | $195,000 | +14.0% | 872 | 0.0% | 0.12% | -0.9% |
| Q3 2020 | $171,000 | +8.2% | 872 | -0.6% | 0.12% | -0.9% |
| Q2 2020 | $158,000 | +21.5% | 877 | 0.0% | 0.12% | +0.9% |
| Q1 2020 | $130,000 | -23.5% | 877 | -3.0% | 0.12% | -3.3% |
| Q4 2019 | $170,000 | +8.3% | 904 | 0.0% | 0.12% | +0.8% |
| Q3 2019 | $157,000 | -7.6% | 904 | -8.1% | 0.12% | -8.5% |
| Q2 2019 | $170,000 | -15.8% | 984 | -18.9% | 0.13% | -17.7% |
| Q1 2019 | $202,000 | +11.6% | 1,213 | -1.6% | 0.16% | +1.9% |
| Q4 2018 | $181,000 | -15.0% | 1,233 | -0.4% | 0.16% | -9.9% |
| Q3 2018 | $213,000 | +6.0% | 1,238 | 0.0% | 0.17% | +8.2% |
| Q2 2018 | $201,000 | +3.6% | 1,238 | 0.0% | 0.16% | -0.6% |
| Q1 2018 | $194,000 | -1.0% | 1,238 | -0.2% | 0.16% | +3.2% |
| Q4 2017 | $196,000 | -5.3% | 1,240 | -10.8% | 0.16% | -8.3% |
| Q3 2017 | $207,000 | +3.5% | 1,390 | 0.0% | 0.17% | 0.0% |
| Q2 2017 | $200,000 | +3.1% | 1,390 | 0.0% | 0.17% | -0.6% |
| Q1 2017 | $194,000 | +4.9% | 1,390 | 0.0% | 0.17% | +6.9% |
| Q4 2016 | $185,000 | – | 1,390 | – | 0.16% | – |
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% |