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 | $390,135 | +96229.6% | 1,592 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $405 | +8.0% | 1,592 | 0.0% | 0.02% | +6.2% |
| Q1 2023 | $375 | +6.5% | 1,592 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $352 | -99.9% | 1,592 | 0.0% | 0.02% | -27.3% |
| Q3 2022 | $329,000 | -4.9% | 1,592 | 0.0% | 0.02% | +46.7% |
| Q2 2022 | $346,000 | -17.2% | 1,592 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $418,000 | -2.6% | 1,592 | +2.9% | 0.02% | +6.7% |
| Q4 2021 | $429,000 | +8.9% | 1,547 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $394,000 | -0.5% | 1,547 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $396,000 | +7.9% | 1,547 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $367,000 | +21.5% | 1,547 | 0.0% | 0.02% | +7.1% |
| Q3 2020 | $302,000 | +8.2% | 1,547 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $279,000 | -92.3% | 1,547 | -93.7% | 0.01% | -93.4% |
| Q1 2020 | $3,639,000 | +1146.2% | 24,534 | +1485.9% | 0.21% | +1523.1% |
| Q4 2019 | $292,000 | +8.6% | 1,547 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $269,000 | +1.1% | 1,547 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $266,000 | +3.1% | 1,547 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $258,000 | +13.7% | 1,547 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $227,000 | -14.7% | 1,547 | 0.0% | 0.01% | +7.7% |
| Q3 2018 | $266,000 | +4.7% | 1,547 | -1.2% | 0.01% | 0.0% |
| Q2 2018 | $254,000 | -7.3% | 1,565 | -10.7% | 0.01% | -7.1% |
| Q1 2018 | $274,000 | +2.2% | 1,753 | +3.4% | 0.01% | -22.2% |
| Q4 2017 | $268,000 | +5.9% | 1,695 | 0.0% | 0.02% | +38.5% |
| Q3 2017 | $253,000 | +3.3% | 1,695 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $245,000 | +2.5% | 1,695 | -0.7% | 0.01% | 0.0% |
| Q1 2017 | $239,000 | +5.3% | 1,707 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $227,000 | – | 1,707 | – | 0.01% | – |
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% |