ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 579 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $510,106 | +3.1% | 1,653 | +0.3% | 0.18% | -8.6% |
| Q1 2024 | $494,661 | +9.9% | 1,648 | +0.2% | 0.20% | -3.4% |
| Q4 2023 | $450,107 | +6.9% | 1,644 | -3.9% | 0.20% | -6.4% |
| Q3 2023 | $420,997 | -3.3% | 1,711 | 0.0% | 0.22% | -0.5% |
| Q2 2023 | $435,389 | +8.4% | 1,711 | +0.3% | 0.22% | +8.4% |
| Q1 2023 | $401,709 | +7.1% | 1,706 | +0.4% | 0.20% | -1.5% |
| Q4 2022 | $375,207 | +7.2% | 1,700 | +0.5% | 0.20% | +19.2% |
| Q3 2022 | $350,000 | -4.4% | 1,692 | +0.5% | 0.17% | +19.4% |
| Q2 2022 | $366,000 | -17.0% | 1,684 | +0.2% | 0.14% | +19.0% |
| Q1 2022 | $441,000 | -5.2% | 1,680 | +0.3% | 0.12% | +45.8% |
| Q4 2021 | $465,000 | +97.0% | 1,675 | +80.7% | 0.08% | +245.8% |
| Q3 2021 | $236,000 | 0.0% | 927 | +0.3% | 0.02% | -4.0% |
| Q2 2021 | $236,000 | -2.9% | 924 | -9.7% | 0.02% | -7.4% |
| Q1 2021 | $243,000 | -91.3% | 1,023 | -91.8% | 0.03% | -93.9% |
| Q4 2020 | $2,795,000 | +14.6% | 12,502 | +0.4% | 0.44% | +26.6% |
| Q3 2020 | $2,438,000 | +9.1% | 12,455 | +0.4% | 0.35% | -7.2% |
| Q2 2020 | $2,234,000 | +21.8% | 12,405 | +0.3% | 0.38% | -30.8% |
| Q1 2020 | $1,834,000 | – | 12,364 | – | 0.54% | – |
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% |