ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,731,173 | +10.2% | 6,451 | +0.7% | 0.10% | -13.5% |
| Q3 2023 | $1,570,480 | -3.7% | 6,409 | 0.0% | 0.11% | -4.3% |
| Q2 2023 | $1,630,849 | +6.0% | 6,409 | -8.1% | 0.12% | -17.1% |
| Q4 2022 | $1,539,127 | +24.8% | 6,974 | +17.2% | 0.14% | -2.1% |
| Q3 2022 | $1,233,000 | -6.3% | 5,953 | -1.7% | 0.14% | -8.9% |
| Q2 2022 | $1,316,000 | -17.9% | 6,053 | -0.9% | 0.16% | -30.5% |
| Q1 2022 | $1,603,000 | -6.6% | 6,109 | -1.3% | 0.23% | +3.2% |
| Q4 2021 | $1,717,000 | -46.3% | 6,189 | -50.5% | 0.22% | -16.7% |
| Q3 2021 | $3,200,000 | +0.1% | 12,500 | 0.0% | 0.26% | -14.6% |
| Q2 2021 | $3,198,000 | +115.6% | 12,500 | +100.0% | 0.31% | -34.2% |
| Q1 2021 | $1,483,000 | +6.2% | 6,250 | 0.0% | 0.47% | -4.5% |
| Q4 2020 | $1,397,000 | +0.6% | 6,250 | -11.9% | 0.49% | -12.2% |
| Q3 2020 | $1,389,000 | +8.7% | 7,095 | 0.0% | 0.56% | -6.4% |
| Q2 2020 | $1,278,000 | +21.5% | 7,095 | 0.0% | 0.60% | -2.9% |
| Q1 2020 | $1,052,000 | – | 7,095 | – | 0.61% | – |
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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% |