ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,023,166 | +4.2% | 3,315 | +1.3% | 0.10% | +2.0% |
| Q1 2024 | $981,852 | +7.7% | 3,272 | -1.7% | 0.10% | +5.2% |
| Q4 2023 | $911,647 | +12.5% | 3,330 | +0.7% | 0.10% | -1.0% |
| Q3 2023 | $810,685 | -11.3% | 3,308 | -7.9% | 0.10% | -8.5% |
| Q2 2023 | $913,963 | +8.4% | 3,591 | +0.2% | 0.11% | +2.9% |
| Q1 2023 | $843,392 | +6.0% | 3,583 | -0.7% | 0.10% | +3.0% |
| Q4 2022 | $796,008 | +7.3% | 3,607 | +0.6% | 0.10% | -2.9% |
| Q3 2022 | $742,000 | -4.4% | 3,584 | +0.4% | 0.10% | -41.1% |
| Q2 2022 | $776,000 | -16.9% | 3,568 | +0.3% | 0.18% | +57.7% |
| Q1 2022 | $934,000 | -5.2% | 3,558 | +0.3% | 0.11% | -6.7% |
| Q4 2021 | $985,000 | +9.0% | 3,549 | 0.0% | 0.12% | -1.7% |
| Q3 2021 | $904,000 | -1.0% | 3,549 | -0.5% | 0.12% | -39.8% |
| Q2 2021 | $913,000 | +12.9% | 3,566 | +4.5% | 0.20% | +2.0% |
| Q1 2021 | $809,000 | -7.0% | 3,412 | -12.4% | 0.20% | -12.8% |
| Q4 2020 | $870,000 | +19.3% | 3,893 | +4.5% | 0.23% | -0.9% |
| Q3 2020 | $729,000 | +4.7% | 3,724 | -3.6% | 0.23% | -5.8% |
| Q2 2020 | $696,000 | +27.0% | 3,864 | +4.5% | 0.24% | +2.1% |
| Q1 2020 | $548,000 | -28.7% | 3,697 | -9.3% | 0.24% | -15.1% |
| Q4 2019 | $769,000 | – | 4,078 | – | 0.28% | – |
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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% |