ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,407,963 | -0.7% | 83,278 | +3.1% | 0.42% | 0.0% |
| Q2 2023 | $20,556,100 | +9.4% | 80,777 | +1.2% | 0.42% | -4.8% |
| Q1 2023 | $18,792,529 | +8.0% | 79,829 | +1.3% | 0.44% | -10.5% |
| Q4 2022 | $17,397,613 | +3.6% | 78,837 | -2.8% | 0.49% | +5.6% |
| Q3 2022 | $16,797,000 | -21.9% | 81,131 | -17.9% | 0.46% | -29.2% |
| Q2 2022 | $21,495,000 | -18.1% | 98,879 | -1.1% | 0.65% | +4.2% |
| Q1 2022 | $26,236,000 | -0.5% | 99,996 | +5.2% | 0.62% | +2.5% |
| Q4 2021 | $26,374,000 | +12.2% | 95,041 | +3.0% | 0.61% | -2.2% |
| Q3 2021 | $23,506,000 | +0.6% | 92,232 | +1.0% | 0.62% | -9.2% |
| Q2 2021 | $23,371,000 | +6.0% | 91,324 | -1.7% | 0.69% | -24.5% |
| Q1 2021 | $22,038,000 | +7.4% | 92,897 | +1.2% | 0.91% | -0.2% |
| Q4 2020 | $20,516,000 | +14.3% | 91,774 | +0.1% | 0.91% | -5.5% |
| Q3 2020 | $17,947,000 | -6.4% | 91,700 | -13.9% | 0.96% | -22.5% |
| Q2 2020 | $19,181,000 | +46.1% | 106,524 | +20.3% | 1.24% | +18.1% |
| Q1 2020 | $13,131,000 | +124.7% | 88,522 | +185.5% | 1.05% | +105.9% |
| Q4 2019 | $5,844,000 | – | 31,002 | – | 0.51% | – |
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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% |