ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,594,850 | +5.8% | 6,508 | +9.9% | 1.04% | +6.3% |
| Q2 2023 | $1,507,285 | +11.6% | 5,923 | +3.2% | 0.98% | -4.2% |
| Q1 2023 | $1,350,547 | +11.0% | 5,737 | +4.1% | 1.03% | +6.9% |
| Q4 2022 | $1,216,167 | +1.3% | 5,511 | -4.9% | 0.96% | -7.2% |
| Q3 2022 | $1,200,000 | -4.2% | 5,797 | +0.6% | 1.04% | +1.9% |
| Q2 2022 | $1,253,000 | -10.2% | 5,763 | -1.4% | 1.02% | -8.3% |
| Q1 2022 | $1,396,000 | -18.5% | 5,847 | -5.2% | 1.11% | -9.3% |
| Q4 2021 | $1,712,000 | +9.5% | 6,168 | +0.5% | 1.22% | -1.5% |
| Q3 2021 | $1,564,000 | +5.5% | 6,138 | +5.9% | 1.24% | +2.9% |
| Q2 2021 | $1,483,000 | +9.9% | 5,794 | +1.8% | 1.20% | +1.1% |
| Q1 2021 | $1,350,000 | +5.4% | 5,689 | -0.7% | 1.19% | +1.9% |
| Q4 2020 | $1,281,000 | -5.1% | 5,730 | +0.7% | 1.17% | -1.8% |
| Q1 2012 | $1,350,000 | – | 5,689 | – | 1.19% | – |
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% |