ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $691,624 | +2.9% | 2,241 | 0.0% | 0.34% | +0.3% |
| Q1 2024 | $672,377 | +9.6% | 2,241 | 0.0% | 0.34% | +1.5% |
| Q4 2023 | $613,358 | +11.7% | 2,241 | 0.0% | 0.33% | +1.2% |
| Q3 2023 | $549,096 | -3.7% | 2,241 | 0.0% | 0.33% | -3.2% |
| Q2 2023 | $570,203 | +8.1% | 2,241 | 0.0% | 0.34% | +2.1% |
| Q1 2023 | $527,473 | +6.7% | 2,241 | 0.0% | 0.33% | +2.2% |
| Q4 2022 | $494,468 | +6.6% | 2,241 | 0.0% | 0.32% | -0.9% |
| Q3 2022 | $464,000 | -4.9% | 2,241 | -0.2% | 0.33% | +2.5% |
| Q2 2022 | $488,000 | -23.1% | 2,246 | -1.9% | 0.32% | -8.0% |
| Q4 2021 | $635,000 | +5.7% | 2,289 | 0.0% | 0.35% | +0.6% |
| Q1 2021 | $601,000 | – | 2,289 | – | 0.35% | – |
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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% |