ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $691,804 | -14.8% | 2,823 | -11.5% | 0.29% | -13.7% |
| Q2 2023 | $811,791 | +0.5% | 3,190 | -7.0% | 0.34% | -4.8% |
| Q1 2023 | $807,456 | +95.2% | 3,430 | -4.5% | 0.35% | +72.5% |
| Q4 2022 | $413,554 | -44.4% | 3,593 | 0.0% | 0.20% | -47.6% |
| Q3 2022 | $744,000 | -4.7% | 3,593 | -3.3% | 0.39% | -2.5% |
| Q2 2022 | $781,000 | -19.8% | 3,714 | 0.0% | 0.40% | -16.4% |
| Q1 2022 | $974,000 | -5.5% | 3,714 | 0.0% | 0.48% | -8.8% |
| Q4 2021 | $1,031,000 | -0.9% | 3,714 | -8.9% | 0.52% | -7.8% |
| Q3 2021 | $1,040,000 | -3.4% | 4,079 | -3.1% | 0.57% | -15.1% |
| Q2 2021 | $1,077,000 | -5.5% | 4,210 | -12.4% | 0.67% | -17.5% |
| Q1 2021 | $1,140,000 | +2.5% | 4,805 | -3.4% | 0.81% | -14.0% |
| Q4 2020 | $1,112,000 | – | 4,975 | – | 0.94% | – |
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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% |