ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,763,787 | -27.6% | 11,278 | -24.8% | 0.09% | -24.8% |
| Q2 2023 | $3,814,910 | +7.9% | 14,991 | -0.2% | 0.12% | +4.2% |
| Q1 2023 | $3,537,035 | +103412.9% | 15,025 | -3.0% | 0.12% | -2.4% |
| Q4 2022 | $3,417 | -99.9% | 15,483 | -0.1% | 0.12% | -0.8% |
| Q3 2022 | $3,208,000 | -5.9% | 15,496 | -1.2% | 0.12% | 0.0% |
| Q2 2022 | $3,409,000 | -17.7% | 15,684 | -0.6% | 0.12% | -3.1% |
| Q1 2022 | $4,141,000 | -9.5% | 15,784 | -4.3% | 0.13% | -5.2% |
| Q4 2021 | $4,578,000 | +6.1% | 16,497 | -2.6% | 0.14% | -23.7% |
| Q3 2021 | $4,315,000 | -8.3% | 16,932 | -8.0% | 0.18% | -9.2% |
| Q2 2021 | $4,708,000 | +9.1% | 18,397 | +1.2% | 0.20% | +4.3% |
| Q1 2021 | $4,314,000 | +6.1% | 18,184 | 0.0% | 0.19% | +0.5% |
| Q4 2020 | $4,065,000 | +8.1% | 18,184 | -5.4% | 0.19% | -3.6% |
| Q3 2020 | $3,760,000 | +6.2% | 19,214 | -2.3% | 0.19% | +3.2% |
| Q2 2020 | $3,540,000 | +28.4% | 19,659 | +5.7% | 0.19% | +11.3% |
| Q1 2020 | $2,758,000 | -27.7% | 18,594 | -8.1% | 0.17% | -8.2% |
| Q4 2019 | $3,814,000 | +5.5% | 20,230 | -2.7% | 0.18% | -2.1% |
| Q3 2019 | $3,614,000 | +6.4% | 20,794 | +5.6% | 0.19% | +3.3% |
| Q2 2019 | $3,396,000 | -5.0% | 19,699 | -8.1% | 0.18% | -5.7% |
| Q1 2019 | $3,573,000 | +15.3% | 21,438 | +1.6% | 0.19% | +3.2% |
| Q4 2018 | $3,100,000 | -16.8% | 21,103 | -2.4% | 0.19% | -4.6% |
| Q3 2018 | $3,726,000 | +9.4% | 21,624 | +3.1% | 0.20% | -54.9% |
| Q2 2018 | $3,405,000 | +3.6% | 20,982 | -0.2% | 0.43% | +2.4% |
| Q1 2018 | $3,287,000 | -2.0% | 21,025 | -0.9% | 0.42% | -0.7% |
| Q4 2017 | $3,355,000 | +6.0% | 21,211 | 0.0% | 0.42% | +1.7% |
| Q3 2017 | $3,166,000 | +2.1% | 21,211 | -1.5% | 0.42% | -5.4% |
| Q2 2017 | $3,102,000 | +1.1% | 21,542 | -1.7% | 0.44% | -3.3% |
| Q1 2017 | $3,067,000 | +2.3% | 21,920 | -2.8% | 0.46% | -6.4% |
| Q4 2016 | $2,999,000 | +3.4% | 22,554 | -0.3% | 0.49% | -1.4% |
| Q3 2016 | $2,901,000 | +1.4% | 22,628 | -2.0% | 0.50% | -0.2% |
| Q2 2016 | $2,862,000 | -0.4% | 23,079 | -2.9% | 0.50% | +0.8% |
| Q1 2016 | $2,874,000 | +0.5% | 23,779 | 0.0% | 0.49% | +1.4% |
| Q4 2015 | $2,861,000 | +5.6% | 23,779 | 0.0% | 0.48% | +3.2% |
| Q3 2015 | $2,708,000 | -9.9% | 23,779 | -1.9% | 0.47% | -1.9% |
| Q2 2015 | $3,006,000 | -5.7% | 24,247 | -5.8% | 0.48% | -7.0% |
| Q1 2015 | $3,187,000 | -0.8% | 25,730 | -2.0% | 0.52% | -1.9% |
| Q4 2014 | $3,212,000 | +4.7% | 26,266 | 0.0% | 0.52% | +1.9% |
| Q3 2014 | $3,068,000 | -1.1% | 26,266 | -0.3% | 0.52% | -0.6% |
| Q2 2014 | $3,101,000 | +3.4% | 26,338 | -1.4% | 0.52% | -1.3% |
| Q1 2014 | $3,000,000 | -1.8% | 26,711 | -3.3% | 0.52% | -3.7% |
| Q4 2013 | $3,056,000 | -36.6% | 27,621 | -42.0% | 0.54% | -43.6% |
| Q3 2013 | $4,820,000 | +4.9% | 47,660 | -0.0% | 0.97% | +2.0% |
| Q2 2013 | $4,596,000 | – | 47,677 | – | 0.95% | – |
Download | ||||||
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% |