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 | $75,369 | -36.6% | 244 | -38.4% | 0.01% | -36.4% |
| Q1 2024 | $118,883 | +2.9% | 396 | -6.2% | 0.01% | -8.3% |
| Q4 2023 | $115,565 | +6.4% | 422 | -4.7% | 0.01% | -7.7% |
| Q3 2023 | $108,604 | -34.8% | 443 | -32.3% | 0.01% | -31.6% |
| Q2 2023 | $166,474 | -71.5% | 654 | -73.6% | 0.02% | -72.9% |
| Q1 2023 | $584,093 | +6.3% | 2,481 | -0.4% | 0.07% | +1.4% |
| Q4 2022 | $549,463 | +7.5% | 2,490 | +0.9% | 0.07% | +1.5% |
| Q3 2022 | $511,000 | -7.9% | 2,468 | -3.3% | 0.07% | -2.9% |
| Q2 2022 | $555,000 | -13.1% | 2,553 | +4.9% | 0.07% | -5.4% |
| Q1 2022 | $639,000 | -3.6% | 2,434 | +1.8% | 0.07% | -5.1% |
| Q4 2021 | $663,000 | +4.7% | 2,390 | -3.8% | 0.08% | -1.3% |
| Q3 2021 | $633,000 | -0.2% | 2,484 | +0.2% | 0.08% | -1.2% |
| Q2 2021 | $634,000 | +5.0% | 2,479 | -2.6% | 0.08% | -2.4% |
| Q1 2021 | $604,000 | +645.7% | 2,545 | +606.9% | 0.08% | +583.3% |
| Q4 2020 | $81,000 | +5.2% | 360 | -8.2% | 0.01% | -7.7% |
| Q3 2020 | $77,000 | +10.0% | 392 | +0.5% | 0.01% | 0.0% |
| Q2 2020 | $70,000 | +29.6% | 390 | +7.7% | 0.01% | +8.3% |
| Q1 2020 | $54,000 | – | 362 | – | 0.01% | – |
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% |