ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $570,990 | -3.7% | 2,330 | 0.0% | 0.24% | +3.8% |
Q2 2023 | $592,938 | +8.1% | 2,330 | 0.0% | 0.24% | +2.2% |
Q1 2023 | $548,505 | +6.7% | 2,330 | 0.0% | 0.23% | -1.3% |
Q4 2022 | $514,184 | +5.2% | 2,330 | -1.4% | 0.23% | -4.9% |
Q3 2022 | $489,000 | -3.6% | 2,363 | +1.4% | 0.24% | +2.1% |
Q2 2022 | $507,000 | -25.1% | 2,330 | -9.7% | 0.24% | -17.2% |
Q1 2022 | $677,000 | +83.5% | 2,580 | +94.0% | 0.29% | +51.0% |
Q4 2021 | $369,000 | +8.8% | 1,330 | 0.0% | 0.19% | +0.5% |
Q3 2021 | $339,000 | -0.3% | 1,330 | 0.0% | 0.19% | +2.7% |
Q2 2021 | $340,000 | +7.6% | 1,330 | 0.0% | 0.19% | -7.0% |
Q1 2021 | $316,000 | +6.4% | 1,330 | 0.0% | 0.20% | +0.5% |
Q4 2020 | $297,000 | +14.2% | 1,330 | 0.0% | 0.20% | -2.9% |
Q3 2020 | $260,000 | +8.8% | 1,330 | 0.0% | 0.20% | -1.0% |
Q2 2020 | $239,000 | – | 1,330 | – | 0.21% | – |
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% |