ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 689 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,414,832 | -7.5% | 11,063 | -10.0% | 0.32% | -7.0% |
| Q1 2024 | $3,690,399 | +8.7% | 12,298 | -0.8% | 0.34% | +1.8% |
| Q4 2023 | $3,393,842 | +33.9% | 12,398 | +19.9% | 0.34% | +19.4% |
| Q3 2023 | $2,534,901 | -2.0% | 10,344 | +1.8% | 0.28% | +3.3% |
| Q2 2023 | $2,586,535 | +5.9% | 10,164 | -2.0% | 0.28% | -3.8% |
| Q1 2023 | $2,441,908 | +13.1% | 10,373 | +6.0% | 0.29% | +7.5% |
| Q4 2022 | $2,158,912 | – | 9,783 | – | 0.27% | – |
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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% |