ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 659 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,581,994 | +30.4% | 31,043 | +26.7% | 6.24% | +1.6% |
| Q1 2024 | $7,350,744 | +83.2% | 24,496 | +67.1% | 6.14% | +35.9% |
| Q4 2023 | $4,012,962 | -89.1% | 14,660 | -90.3% | 4.52% | -67.5% |
| Q3 2023 | $36,894,074 | +14.4% | 150,551 | +18.8% | 13.90% | +26.0% |
| Q2 2023 | $32,238,586 | +9.1% | 126,684 | +0.9% | 11.03% | +4.9% |
| Q1 2023 | $29,560,942 | +8.8% | 125,572 | +2.0% | 10.52% | +0.9% |
| Q4 2022 | $27,178,530 | +1.4% | 123,158 | -4.9% | 10.42% | -6.1% |
| Q3 2022 | $26,814,000 | +213.4% | 129,510 | +229.1% | 11.10% | +150.0% |
| Q2 2022 | $8,555,000 | – | 39,353 | – | 4.44% | – |
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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% |