ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,657 | 0.0% | 1,736 | 0.0% | 0.10% | +5.2% |
| Q2 2023 | $441,657 | +8.1% | 1,736 | +0.1% | 0.10% | -3.0% |
| Q1 2023 | $408,439 | +6.1% | 1,735 | -0.5% | 0.10% | +5.3% |
| Q4 2022 | $384,929 | +0.8% | 1,744 | -5.5% | 0.09% | -6.0% |
| Q3 2022 | $382,000 | -5.9% | 1,845 | +0.1% | 0.10% | 0.0% |
| Q2 2022 | $406,000 | -11.5% | 1,843 | +5.3% | 0.10% | +9.9% |
| Q1 2022 | $459,000 | -12.2% | 1,751 | -7.1% | 0.09% | -20.9% |
| Q4 2021 | $523,000 | +9.0% | 1,884 | +0.1% | 0.12% | +1.8% |
| Q3 2021 | $480,000 | +8.4% | 1,883 | +8.7% | 0.11% | +7.6% |
| Q2 2021 | $443,000 | +3.0% | 1,732 | -4.4% | 0.10% | -7.1% |
| Q1 2021 | $430,000 | +22.9% | 1,812 | +15.9% | 0.11% | +14.1% |
| Q4 2020 | $350,000 | +464.5% | 1,564 | +368.3% | 0.10% | +482.4% |
| Q4 2019 | $62,000 | +6.9% | 334 | 0.0% | 0.02% | +6.2% |
| Q3 2019 | $58,000 | +1.8% | 334 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $57,000 | +72.7% | 334 | +67.0% | 0.02% | +6.7% |
| Q1 2019 | $33,000 | – | 200 | – | 0.02% | – |
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% |