ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,762,196 | -5.5% | 7,305 | +1.5% | 1.18% | -0.3% |
| Q2 2023 | $1,864,823 | +14.4% | 7,195 | +3.9% | 1.18% | +0.1% |
| Q1 2023 | $1,630,633 | -16.6% | 6,927 | -21.8% | 1.18% | -13.8% |
| Q4 2022 | $1,954,630 | +4.7% | 8,857 | -1.7% | 1.37% | -2.4% |
| Q3 2022 | $1,866,000 | +4.1% | 9,014 | +9.3% | 1.40% | -9.4% |
| Q2 2022 | $1,793,000 | -13.1% | 8,249 | +4.9% | 1.54% | -3.1% |
| Q1 2022 | $2,064,000 | -5.3% | 7,866 | -4.0% | 1.60% | -1.7% |
| Q4 2021 | $2,179,000 | +6.1% | 8,191 | +1.7% | 1.62% | -8.7% |
| Q3 2021 | $2,053,000 | +16.6% | 8,057 | +17.2% | 1.78% | +13.0% |
| Q2 2021 | $1,760,000 | – | 6,877 | – | 1.57% | – |
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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% |