ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 745 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $124 | +7.8% | 401 | 0.0% | 0.08% | +1.3% |
Q1 2024 | $115 | +5.5% | 401 | +0.2% | 0.08% | +5.4% |
Q4 2023 | $109 | +12.4% | 400 | +0.3% | 0.07% | +1.4% |
Q3 2023 | $97 | +10.2% | 399 | +17.7% | 0.07% | +17.7% |
Q2 2023 | $88 | -1.1% | 339 | -10.3% | 0.06% | -7.5% |
Q1 2023 | $89 | +7.2% | 378 | 0.0% | 0.07% | +1.5% |
Q4 2022 | $83 | -99.9% | 378 | +0.5% | 0.07% | +1.5% |
Q3 2022 | $77,000 | -8.3% | 376 | 0.0% | 0.06% | 0.0% |
Q2 2022 | $84,000 | -6.7% | 376 | +0.3% | 0.06% | 0.0% |
Q1 2022 | $90,000 | -14.3% | 375 | -1.1% | 0.06% | -3.0% |
Q4 2021 | $105,000 | +15.4% | 379 | +7.7% | 0.07% | +9.8% |
Q3 2021 | $91,000 | -2.2% | 352 | -5.1% | 0.06% | -3.2% |
Q2 2021 | $93,000 | -99.9% | 371 | +0.3% | 0.06% | -1.6% |
Q1 2021 | $92,280,000 | +111080.7% | 370 | +1.4% | 0.06% | 0.0% |
Q4 2020 | $83,000 | +9.2% | 365 | 0.0% | 0.06% | 0.0% |
Q3 2020 | $76,000 | +11.8% | 365 | +0.3% | 0.06% | +4.9% |
Q2 2020 | $68,000 | +13.3% | 364 | -15.0% | 0.06% | -10.3% |
Q1 2020 | $60,000 | -28.6% | 428 | -4.0% | 0.07% | -6.8% |
Q4 2019 | $84,000 | – | 446 | – | 0.07% | – |
Download |
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% |