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 | $27,496,324 | -1.0% | 89,080 | -3.7% | 6.46% | +1.3% |
Q1 2024 | $27,764,902 | +11.8% | 92,525 | +2.0% | 6.38% | +4.2% |
Q4 2023 | $24,827,785 | +10.6% | 90,698 | -1.0% | 6.12% | +0.7% |
Q3 2023 | $22,452,299 | -5.9% | 91,619 | -2.3% | 6.08% | -3.5% |
Q2 2023 | $23,857,398 | +9.2% | 93,749 | +1.0% | 6.30% | -0.4% |
Q1 2023 | $21,848,484 | +2.8% | 92,810 | -3.6% | 6.33% | -3.3% |
Q4 2022 | $21,247,070 | +3.1% | 96,280 | -3.3% | 6.54% | -7.1% |
Q3 2022 | $20,608,000 | -5.5% | 99,540 | -0.8% | 7.04% | -2.9% |
Q2 2022 | $21,811,000 | -18.6% | 100,334 | -1.7% | 7.25% | -2.7% |
Q1 2022 | $26,779,000 | -8.4% | 102,069 | -3.1% | 7.45% | -1.0% |
Q4 2021 | $29,226,000 | +6.7% | 105,322 | -2.0% | 7.53% | +0.2% |
Q3 2021 | $27,393,000 | -0.5% | 107,488 | -0.1% | 7.51% | -3.6% |
Q2 2021 | $27,540,000 | +8.3% | 107,617 | +0.4% | 7.79% | -0.5% |
Q1 2021 | $25,432,000 | +0.1% | 107,205 | -5.7% | 7.82% | -3.4% |
Q4 2020 | $25,402,000 | +12.6% | 113,633 | -1.4% | 8.10% | -2.2% |
Q3 2020 | $22,557,000 | +4.1% | 115,258 | -4.3% | 8.28% | -7.8% |
Q2 2020 | $21,677,000 | +18.0% | 120,392 | -2.8% | 8.97% | -5.1% |
Q1 2020 | $18,368,000 | -17.6% | 123,836 | +4.7% | 9.46% | +11.5% |
Q4 2019 | $22,295,000 | – | 118,284 | – | 8.48% | – |
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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% |