ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 517 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $451,893 | +2.6% | 1,464 | -0.3% | 0.04% | 0.0% |
| Q1 2024 | $440,517 | +3.3% | 1,468 | -5.8% | 0.04% | -4.3% |
| Q4 2023 | $426,487 | +9.3% | 1,558 | -2.1% | 0.05% | 0.0% |
| Q3 2023 | $390,136 | -24.1% | 1,592 | -21.2% | 0.05% | -23.0% |
| Q2 2023 | $514,050 | -10.6% | 2,020 | -17.3% | 0.06% | -14.1% |
| Q1 2023 | $575,107 | +6.3% | 2,443 | -0.4% | 0.07% | +2.9% |
| Q4 2022 | $541,107 | +45.9% | 2,452 | +36.8% | 0.07% | +32.7% |
| Q3 2022 | $371,000 | -4.9% | 1,792 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $390,000 | -17.0% | 1,792 | 0.0% | 0.05% | -3.7% |
| Q1 2022 | $470,000 | -5.4% | 1,792 | 0.0% | 0.05% | -3.6% |
| Q4 2021 | $497,000 | – | 1,792 | 0.0% | 0.06% | – |
| Q3 2021 | $0 | – | 1,792 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1,792 | -4.5% | 0.00% | -100.0% |
| Q1 2021 | $1,000,000 | 0.0% | 1,876 | -0.4% | 0.13% | -10.9% |
| Q4 2020 | $1,000,000 | +171.0% | 1,883 | 0.0% | 0.15% | +137.1% |
| Q3 2020 | $369,000 | +18.3% | 1,883 | +8.5% | 0.06% | +8.8% |
| Q2 2020 | $312,000 | -18.5% | 1,735 | -32.9% | 0.06% | -36.0% |
| Q1 2020 | $383,000 | -67.3% | 2,585 | -58.5% | 0.09% | -65.4% |
| Q4 2019 | $1,173,000 | +8.5% | 6,223 | 0.0% | 0.26% | 0.0% |
| Q3 2019 | $1,081,000 | – | 6,223 | – | 0.26% | – |
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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% |