ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478,886 | -3.7% | 1,954 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $497,294 | +3.6% | 1,954 | -4.2% | 0.02% | -5.3% |
| Q1 2023 | $480,097 | +122687.0% | 2,039 | +15.0% | 0.02% | -13.6% |
| Q4 2022 | $391 | -99.9% | 1,773 | -15.5% | 0.02% | -15.4% |
| Q3 2022 | $434,000 | -33.3% | 2,098 | -30.0% | 0.03% | -3.7% |
| Q2 2022 | $651,000 | +118.5% | 2,996 | +164.0% | 0.03% | +237.5% |
| Q1 2022 | $298,000 | +1.7% | 1,135 | +7.6% | 0.01% | +14.3% |
| Q4 2021 | $293,000 | -3.6% | 1,055 | -11.4% | 0.01% | -12.5% |
| Q3 2021 | $304,000 | +6.7% | 1,191 | +7.1% | 0.01% | 0.0% |
| Q2 2021 | $285,000 | +10.0% | 1,112 | +0.1% | 0.01% | +14.3% |
| Q1 2021 | $259,000 | – | 1,111 | – | 0.01% | – |
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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% |