ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $10,923,214 | +0.9% | 35,388 | -1.9% | 0.06% | -16.4% |
Q1 2024 | $10,829,004 | +9.4% | 36,087 | -0.2% | 0.07% | -8.8% |
Q4 2023 | $9,901,770 | +94.5% | 36,172 | +74.1% | 0.08% | +60.0% |
Q3 2023 | $5,091,612 | -12.6% | 20,777 | -9.2% | 0.05% | -13.8% |
Q2 2023 | $5,823,520 | +6.9% | 22,884 | -1.1% | 0.06% | -1.7% |
Q1 2023 | $5,445,310 | +0.6% | 23,131 | -5.7% | 0.06% | +22.9% |
Q4 2022 | $5,412,618 | -99.9% | 24,527 | -50.1% | 0.05% | -11.1% |
Q3 2022 | $5,088,083,000 | +99685.9% | 49,104 | +109.4% | 0.05% | +3.8% |
Q2 2022 | $5,099,000 | -21.7% | 23,454 | -5.5% | 0.05% | -23.5% |
Q1 2022 | $6,514,000 | -8.5% | 24,828 | -3.2% | 0.07% | -5.6% |
Q4 2021 | $7,121,000 | +3.9% | 25,660 | -4.6% | 0.07% | +4.3% |
Q3 2021 | $6,851,000 | -0.6% | 26,884 | -0.2% | 0.07% | -11.5% |
Q2 2021 | $6,893,000 | +11.1% | 26,934 | +3.0% | 0.08% | -1.3% |
Q1 2021 | $6,205,000 | -0.7% | 26,155 | -6.8% | 0.08% | +9.7% |
Q4 2020 | $6,251,000 | -99.9% | 28,065 | -6.2% | 0.07% | -33.9% |
Q3 2020 | $5,855,000,000 | – | 29,918 | – | 0.11% | – |
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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% |