ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 657 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $480,599 | +2.9% | 1,557 | 0.0% | 0.36% | -6.1% |
| Q1 2024 | $467,225 | +9.6% | 1,557 | 0.0% | 0.38% | -4.1% |
| Q4 2023 | $426,213 | +11.7% | 1,557 | 0.0% | 0.39% | -1.0% |
| Q3 2023 | $381,558 | -3.7% | 1,557 | 0.0% | 0.40% | +1.5% |
| Q2 2023 | $396,225 | +8.1% | 1,557 | 0.0% | 0.39% | -2.2% |
| Q1 2023 | $366,533 | +6.7% | 1,557 | 0.0% | 0.40% | -4.1% |
| Q4 2022 | $343,599 | +6.7% | 1,557 | 0.0% | 0.42% | +8.9% |
| Q3 2022 | $322,000 | -4.7% | 1,557 | 0.0% | 0.38% | +3.2% |
| Q2 2022 | $338,000 | -17.4% | 1,557 | 0.0% | 0.37% | +6.0% |
| Q1 2022 | $409,000 | -5.3% | 1,557 | 0.0% | 0.35% | +1.4% |
| Q4 2021 | $432,000 | +8.8% | 1,557 | 0.0% | 0.35% | +1.2% |
| Q3 2021 | $397,000 | -0.3% | 1,557 | 0.0% | 0.34% | -1.4% |
| Q2 2021 | $398,000 | +7.9% | 1,557 | 0.0% | 0.35% | +1.8% |
| Q1 2021 | $369,000 | – | 1,557 | – | 0.34% | – |
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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% |