ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,167 | -9.8% | 1,029 | -6.4% | 0.15% | -9.8% |
| Q2 2023 | $279,674 | +8.1% | 1,099 | 0.0% | 0.16% | +1.2% |
| Q1 2023 | $258,716 | +6.7% | 1,099 | 0.0% | 0.16% | +2.5% |
| Q4 2022 | $242,527 | +6.4% | 1,099 | 0.0% | 0.16% | +4.0% |
| Q3 2022 | $228,000 | -5.4% | 1,099 | 0.0% | 0.15% | -6.8% |
| Q2 2022 | $241,000 | -16.3% | 1,099 | 0.0% | 0.16% | -9.5% |
| Q1 2022 | $288,000 | -5.6% | 1,099 | 0.0% | 0.18% | +3.5% |
| Q4 2021 | $305,000 | +8.9% | 1,099 | 0.0% | 0.17% | +7.5% |
| Q3 2021 | $280,000 | -1.4% | 1,099 | -1.1% | 0.16% | -15.3% |
| Q2 2021 | $284,000 | – | 1,111 | – | 0.19% | – |
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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% |