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 | $10,840,799 | -14.0% | 35,121 | -16.4% | 0.02% | -10.0% |
| Q1 2024 | $12,612,662 | -49.5% | 42,031 | -54.0% | 0.02% | -51.2% |
| Q4 2023 | $24,991,640 | +4.9% | 91,297 | -6.1% | 0.04% | -2.4% |
| Q3 2023 | $23,823,998 | +18.1% | 97,217 | +22.7% | 0.04% | +31.2% |
| Q2 2023 | $20,169,575 | +8.1% | 79,258 | 0.0% | 0.03% | +3.2% |
| Q1 2023 | $18,658,125 | +10.7% | 79,258 | +3.8% | 0.03% | +6.9% |
| Q4 2022 | $16,850,683 | -15.1% | 76,358 | -20.4% | 0.03% | -17.1% |
| Q3 2022 | $19,848,000 | +50.0% | 95,869 | +57.5% | 0.04% | +59.1% |
| Q2 2022 | $13,229,000 | -37.7% | 60,854 | -24.8% | 0.02% | -18.5% |
| Q1 2022 | $21,239,000 | -9.9% | 80,954 | -4.7% | 0.03% | +3.8% |
| Q4 2021 | $23,574,000 | – | 84,954 | – | 0.03% | – |
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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% |