ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 659 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,141,462 | +2.9% | 3,698 | 0.0% | 0.14% | -8.7% |
| Q1 2024 | $1,109,696 | -7.0% | 3,698 | -15.1% | 0.15% | -3.8% |
| Q4 2023 | $1,192,685 | +11.7% | 4,357 | 0.0% | 0.16% | -11.4% |
| Q3 2023 | $1,067,726 | -3.7% | 4,357 | 0.0% | 0.18% | -26.4% |
| Q2 2023 | $1,108,769 | +8.1% | 4,357 | 0.0% | 0.24% | +1.3% |
| Q1 2023 | $1,025,681 | +6.7% | 4,357 | 0.0% | 0.24% | +4.0% |
| Q4 2022 | $961,503 | +6.6% | 4,357 | 0.0% | 0.23% | -11.0% |
| Q3 2022 | $902,000 | -4.8% | 4,357 | 0.0% | 0.26% | -3.8% |
| Q2 2022 | $947,000 | -17.1% | 4,357 | 0.0% | 0.26% | +1.1% |
| Q1 2022 | $1,143,000 | -5.5% | 4,357 | 0.0% | 0.26% | -20.8% |
| Q4 2021 | $1,209,000 | +8.9% | 4,357 | 0.0% | 0.33% | +0.9% |
| Q3 2021 | $1,110,000 | -0.4% | 4,357 | 0.0% | 0.33% | -2.1% |
| Q2 2021 | $1,115,000 | +5.7% | 4,357 | -2.0% | 0.34% | -3.7% |
| Q1 2021 | $1,055,000 | +6.1% | 4,446 | 0.0% | 0.35% | -0.6% |
| Q4 2020 | $994,000 | +14.3% | 4,446 | 0.0% | 0.35% | +0.9% |
| Q3 2020 | $870,000 | +10.8% | 4,446 | +2.0% | 0.35% | -16.0% |
| Q2 2020 | $785,000 | +21.5% | 4,357 | 0.0% | 0.41% | +5.6% |
| Q1 2020 | $646,000 | -21.3% | 4,357 | 0.0% | 0.39% | +4.5% |
| Q4 2019 | $821,000 | +4.9% | 4,357 | -3.3% | 0.37% | -3.6% |
| Q3 2019 | $783,000 | +4.3% | 4,504 | +3.4% | 0.39% | +0.8% |
| Q2 2019 | $751,000 | +3.4% | 4,357 | 0.0% | 0.38% | +9.1% |
| Q1 2019 | $726,000 | +30.6% | 4,357 | +15.1% | 0.35% | +4.1% |
| Q4 2018 | $556,000 | – | 3,787 | – | 0.34% | – |
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% |