ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 671 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $547,890 | -56.1% | 1,775 | -57.3% | 0.65% | +1645.9% |
Q1 2024 | $1,248,333 | +15.1% | 4,160 | +5.0% | 0.04% | -97.9% |
Q4 2023 | $1,084,832 | -58.0% | 3,963 | -62.2% | 1.76% | +1831.9% |
Q3 2023 | $2,581,997 | -3.3% | 10,493 | 0.0% | 0.09% | -2.2% |
Q2 2023 | $2,670,259 | +8.1% | 10,493 | 0.0% | 0.09% | +3.3% |
Q1 2023 | $2,470,157 | +6.7% | 10,493 | 0.0% | 0.09% | +7.1% |
Q4 2022 | $2,315,595 | +6.6% | 10,493 | 0.0% | 0.08% | -4.5% |
Q3 2022 | $2,172,000 | -3.1% | 10,493 | +1.8% | 0.09% | +6.0% |
Q2 2022 | $2,241,000 | -17.2% | 10,308 | 0.0% | 0.08% | -6.7% |
Q1 2022 | $2,705,000 | -5.4% | 10,308 | 0.0% | 0.09% | -1.1% |
Q4 2021 | $2,860,000 | +8.9% | 10,308 | 0.0% | 0.09% | -9.1% |
Q3 2021 | $2,626,000 | +27.8% | 10,308 | +28.4% | 0.10% | +26.9% |
Q2 2021 | $2,055,000 | +277.8% | 8,031 | +250.2% | 0.08% | +212.0% |
Q1 2021 | $544,000 | +309.0% | 2,293 | +285.4% | 0.02% | +177.8% |
Q4 2020 | $133,000 | +14.7% | 595 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $116,000 | +8.4% | 595 | 0.0% | 0.01% | -10.0% |
Q2 2020 | $107,000 | -99.9% | 595 | 0.0% | 0.01% | -23.1% |
Q1 2020 | $88,256,000 | -14.6% | 595 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $103,393,000 | – | 595 | – | 0.01% | – |
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% |