ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 745 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,130 | +2.9% | 10,140 | 0.0% | 0.62% | +3.7% |
Q1 2024 | $3,043 | +9.6% | 10,140 | 0.0% | 0.60% | +4.0% |
Q4 2023 | $2,776 | +11.3% | 10,140 | 0.0% | 0.57% | -4.7% |
Q3 2023 | $2,495 | -3.3% | 10,140 | 0.0% | 0.60% | -3.5% |
Q2 2023 | $2,580 | +2.1% | 10,140 | -5.5% | 0.62% | -4.7% |
Q1 2023 | $2,526 | +5.0% | 10,732 | -1.5% | 0.65% | +0.3% |
Q4 2022 | $2,405 | -99.9% | 10,900 | -2.6% | 0.65% | -6.7% |
Q3 2022 | $2,316,000 | -4.8% | 11,188 | 0.0% | 0.70% | +1.5% |
Q2 2022 | $2,432,000 | -19.0% | 11,188 | -2.3% | 0.69% | -22.8% |
Q1 2022 | $3,004,000 | -5.9% | 11,448 | -0.5% | 0.89% | +3.7% |
Q4 2021 | $3,192,000 | +8.9% | 11,503 | 0.0% | 0.86% | +3.6% |
Q3 2021 | $2,932,000 | -1.3% | 11,503 | -0.9% | 0.83% | +3.5% |
Q2 2021 | $2,971,000 | +10.5% | 11,608 | +2.5% | 0.80% | -1.4% |
Q1 2021 | $2,688,000 | +6.1% | 11,329 | 0.0% | 0.81% | -3.2% |
Q4 2020 | $2,533,000 | +13.5% | 11,329 | -0.7% | 0.84% | -7.0% |
Q3 2020 | $2,232,000 | +8.7% | 11,407 | 0.0% | 0.90% | +0.3% |
Q2 2020 | $2,054,000 | -40.2% | 11,407 | -50.8% | 0.90% | -40.1% |
Q1 2020 | $3,437,000 | -71.1% | 23,169 | -63.3% | 1.50% | -73.9% |
Q4 2019 | $11,889,000 | +18.3% | 63,075 | +9.1% | 5.76% | +5.1% |
Q3 2019 | $10,049,000 | +0.4% | 57,827 | -0.4% | 5.48% | -20.6% |
Q2 2019 | $10,007,000 | -2.9% | 58,061 | -6.1% | 6.90% | -3.3% |
Q1 2019 | $10,302,000 | +17.2% | 61,800 | +3.3% | 7.13% | +37.8% |
Q4 2018 | $8,793,000 | – | 59,846 | – | 5.17% | – |
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% |