ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 584 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $90,440 | +2.9% | 293 | 0.0% | 0.04% | -7.3% |
| Q1 2024 | $87,923 | -5.8% | 293 | -14.1% | 0.04% | -14.6% |
| Q4 2023 | $93,345 | +11.7% | 341 | 0.0% | 0.05% | -5.9% |
| Q3 2023 | $83,565 | +1.3% | 341 | +5.2% | 0.05% | +6.2% |
| Q2 2023 | $82,452 | +8.1% | 324 | 0.0% | 0.05% | -4.0% |
| Q1 2023 | $76,273 | +6.7% | 324 | 0.0% | 0.05% | -5.7% |
| Q4 2022 | $71,500 | -12.8% | 324 | -17.8% | 0.05% | -15.9% |
| Q3 2022 | $82,000 | +1.2% | 394 | +5.6% | 0.06% | +14.5% |
| Q2 2022 | $81,000 | -17.3% | 373 | 0.0% | 0.06% | +3.8% |
| Q1 2022 | $98,000 | -4.9% | 373 | +0.8% | 0.05% | +39.5% |
| Q4 2021 | $103,000 | +9.6% | 370 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $94,000 | -31.9% | 370 | -31.6% | 0.04% | -32.7% |
| Q2 2021 | $138,000 | +8.7% | 541 | +0.7% | 0.06% | 0.0% |
| Q1 2021 | $127,000 | +5.8% | 537 | 0.0% | 0.06% | +5.8% |
| Q4 2020 | $120,000 | +14.3% | 537 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $105,000 | +25.0% | 537 | +15.0% | 0.05% | +8.3% |
| Q2 2020 | $84,000 | -15.2% | 467 | -30.2% | 0.05% | -42.9% |
| Q1 2020 | $99,000 | -21.4% | 669 | 0.0% | 0.08% | -19.2% |
| Q4 2019 | $126,000 | – | 669 | – | 0.10% | – |
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% |