ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,278,908 | +19.2% | 5,197 | +23.2% | 0.05% | +33.3% |
| Q2 2023 | $1,073,235 | +8.4% | 4,217 | +0.3% | 0.04% | +8.3% |
| Q1 2023 | $990,215 | +7.1% | 4,206 | +0.4% | 0.04% | 0.0% |
| Q4 2022 | $924,886 | +7.0% | 4,191 | +0.5% | 0.04% | -5.3% |
| Q3 2022 | $864,000 | -4.3% | 4,171 | +0.5% | 0.04% | 0.0% |
| Q2 2022 | $903,000 | – | 4,152 | – | 0.04% | – |
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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% |