ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,754,673 | +12.1% | 6,410 | +0.4% | 0.90% | +1.5% |
| Q3 2023 | $1,564,708 | -3.9% | 6,385 | -0.2% | 0.89% | +1.3% |
| Q2 2023 | $1,627,909 | +8.2% | 6,397 | +0.1% | 0.88% | -0.3% |
| Q1 2023 | $1,504,270 | +4.0% | 6,390 | -2.5% | 0.88% | -4.3% |
| Q4 2022 | $1,446,116 | +6.0% | 6,553 | -0.5% | 0.92% | -3.9% |
| Q3 2022 | $1,364,000 | -3.9% | 6,589 | +0.9% | 0.96% | +1.2% |
| Q2 2022 | $1,419,000 | -17.3% | 6,527 | -0.1% | 0.95% | -2.8% |
| Q1 2022 | $1,715,000 | -5.6% | 6,536 | -0.2% | 0.97% | -2.1% |
| Q4 2021 | $1,817,000 | +10.3% | 6,546 | +1.3% | 0.99% | +3.1% |
| Q3 2021 | $1,647,000 | -3.3% | 6,464 | -2.9% | 0.96% | -4.1% |
| Q2 2021 | $1,704,000 | +5.4% | 6,658 | -2.3% | 1.00% | -2.2% |
| Q1 2021 | $1,617,000 | +7.4% | 6,817 | +1.2% | 1.03% | -1.6% |
| Q4 2020 | $1,505,000 | +9.1% | 6,733 | -4.4% | 1.04% | -6.8% |
| Q3 2020 | $1,379,000 | +7.3% | 7,046 | -1.3% | 1.12% | +2.8% |
| Q2 2020 | $1,285,000 | +22.5% | 7,137 | +0.9% | 1.09% | 0.0% |
| Q1 2020 | $1,049,000 | -20.3% | 7,074 | +1.3% | 1.09% | -0.6% |
| Q4 2019 | $1,316,000 | – | 6,983 | – | 1.10% | – |
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% |