ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,063,729 | -4.0% | 8,344 | +0.3% | 0.21% | -9.5% |
| Q2 2023 | $2,149,734 | +10.2% | 8,318 | +0.2% | 0.23% | -10.1% |
| Q1 2023 | $1,951,014 | +6.1% | 8,302 | +1.0% | 0.26% | -6.5% |
| Q4 2022 | $1,839,296 | +8.4% | 8,221 | +0.4% | 0.28% | -19.4% |
| Q3 2022 | $1,696,000 | -4.8% | 8,191 | 0.0% | 0.34% | -11.2% |
| Q2 2022 | $1,781,000 | +10.3% | 8,191 | +34.5% | 0.38% | +6.7% |
| Q1 2022 | $1,615,000 | – | 6,088 | – | 0.36% | – |
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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% |