ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $692,540 | -12.0% | 2,826 | -8.6% | 0.08% | -8.8% |
| Q2 2023 | $786,598 | +8.1% | 3,091 | 0.0% | 0.09% | +3.4% |
| Q1 2023 | $727,652 | -18.4% | 3,091 | -23.5% | 0.09% | -22.8% |
| Q4 2022 | $891,768 | +9.2% | 4,041 | +2.4% | 0.11% | -0.9% |
| Q3 2022 | $817,000 | -3.5% | 3,948 | +1.3% | 0.12% | +5.5% |
| Q2 2022 | $847,000 | -7.1% | 3,896 | +12.1% | 0.11% | +6.9% |
| Q1 2022 | $912,000 | +27.6% | 3,475 | +34.8% | 0.10% | +34.2% |
| Q4 2021 | $715,000 | +58.2% | 2,577 | +45.3% | 0.08% | +46.2% |
| Q3 2021 | $452,000 | +29.5% | 1,774 | +30.0% | 0.05% | +30.0% |
| Q2 2021 | $349,000 | +47.9% | 1,365 | +37.5% | 0.04% | +37.9% |
| Q1 2021 | $236,000 | +11.3% | 993 | +4.5% | 0.03% | +7.4% |
| Q4 2020 | $212,000 | – | 950 | – | 0.03% | – |
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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% |