ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857,710 | -3.7% | 3,500 | 0.0% | 0.10% | -1.9% |
| Q2 2023 | $890,680 | +8.1% | 3,500 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $823,935 | +6.7% | 3,500 | 0.0% | 0.10% | +4.0% |
| Q4 2022 | $772,380 | +6.5% | 3,500 | 0.0% | 0.10% | -3.9% |
| Q3 2022 | $725,000 | -4.7% | 3,500 | 0.0% | 0.10% | -1.0% |
| Q2 2022 | $761,000 | -17.1% | 3,500 | 0.0% | 0.10% | -14.8% |
| Q1 2022 | $918,000 | -5.5% | 3,500 | 0.0% | 0.12% | +0.8% |
| Q4 2021 | $971,000 | +8.9% | 3,500 | 0.0% | 0.12% | -2.4% |
| Q3 2021 | $892,000 | -0.4% | 3,500 | 0.0% | 0.12% | -2.4% |
| Q2 2021 | $896,000 | +8.0% | 3,500 | 0.0% | 0.13% | -1.6% |
| Q1 2021 | $830,000 | +6.1% | 3,500 | 0.0% | 0.13% | -16.2% |
| Q4 2020 | $782,000 | +14.2% | 3,500 | 0.0% | 0.15% | -0.6% |
| Q3 2020 | $685,000 | +8.7% | 3,500 | 0.0% | 0.16% | -2.5% |
| Q2 2020 | $630,000 | +21.4% | 3,500 | 0.0% | 0.16% | +15.2% |
| Q1 2020 | $519,000 | -21.4% | 3,500 | 0.0% | 0.14% | -6.1% |
| Q4 2019 | $660,000 | – | 3,500 | – | 0.15% | – |
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% |