ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 671 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $890,298 | +3.0% | 2,884 | +0.1% | 0.58% | -1.5% |
| Q1 2024 | $864,200 | +9.1% | 2,880 | -0.5% | 0.59% | +1.0% |
| Q4 2023 | $792,069 | -32.2% | 2,894 | -39.3% | 0.59% | -38.9% |
| Q3 2023 | $1,167,772 | -15.5% | 4,765 | -12.3% | 0.96% | -11.4% |
| Q2 2023 | $1,382,145 | +8.2% | 5,431 | +0.0% | 1.08% | +2.7% |
| Q1 2023 | $1,277,972 | -7.6% | 5,429 | -13.4% | 1.06% | -8.4% |
| Q4 2022 | $1,382,949 | +48.4% | 6,267 | +39.1% | 1.15% | +32.9% |
| Q3 2022 | $932,000 | -9.1% | 4,504 | -4.6% | 0.87% | -2.3% |
| Q2 2022 | $1,025,000 | -19.9% | 4,719 | -3.2% | 0.89% | -8.3% |
| Q1 2022 | $1,279,000 | -11.2% | 4,876 | -6.1% | 0.97% | -10.0% |
| Q4 2021 | $1,440,000 | – | 5,191 | – | 1.07% | – |
Download | ||||||
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% |