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 | $66,056 | +2.9% | 214 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $64,217 | +9.6% | 214 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $58,581 | +11.7% | 214 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $52,443 | -3.7% | 214 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $54,459 | +8.1% | 214 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $50,378 | +6.7% | 214 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $47,226 | +7.3% | 214 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $44,000 | – | 214 | – | 0.01% | – |
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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% |