ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $427,526 | +8.1% | 1,680 | 0.0% | 0.04% | +2.3% |
Q1 2023 | $395,488 | +6.7% | 1,680 | 0.0% | 0.04% | +4.8% |
Q4 2022 | $370,742 | +6.8% | 1,680 | 0.0% | 0.04% | -8.7% |
Q3 2022 | $347,000 | -4.9% | 1,680 | 0.0% | 0.05% | -2.1% |
Q2 2022 | $365,000 | -17.0% | 1,680 | 0.0% | 0.05% | -2.1% |
Q1 2022 | $440,000 | -5.6% | 1,680 | 0.0% | 0.05% | -5.9% |
Q4 2021 | $466,000 | -45.6% | 1,680 | -20.3% | 0.05% | -5.6% |
Q3 2021 | $856,000 | +99.5% | 2,108 | +25.5% | 0.05% | -1.8% |
Q2 2021 | $429,000 | +7.8% | 1,680 | 0.0% | 0.06% | -3.5% |
Q1 2021 | $398,000 | +6.1% | 1,680 | 0.0% | 0.06% | -1.7% |
Q4 2020 | $375,000 | +14.3% | 1,680 | 0.0% | 0.06% | +5.5% |
Q3 2020 | $328,000 | +8.6% | 1,680 | 0.0% | 0.06% | 0.0% |
Q2 2020 | $302,000 | +21.3% | 1,680 | 0.0% | 0.06% | +10.0% |
Q1 2020 | $249,000 | -21.2% | 1,680 | 0.0% | 0.05% | -3.8% |
Q4 2019 | $316,000 | +8.6% | 1,680 | 0.0% | 0.05% | -3.7% |
Q3 2019 | $291,000 | +0.7% | 1,680 | 0.0% | 0.05% | +5.9% |
Q2 2019 | $289,000 | +3.2% | 1,680 | 0.0% | 0.05% | -1.9% |
Q1 2019 | $280,000 | +13.8% | 1,680 | 0.0% | 0.05% | 0.0% |
Q4 2018 | $246,000 | -14.9% | 1,680 | 0.0% | 0.05% | +2.0% |
Q3 2018 | $289,000 | +5.9% | 1,680 | 0.0% | 0.05% | -1.9% |
Q2 2018 | $273,000 | +3.8% | 1,680 | 0.0% | 0.05% | -16.1% |
Q1 2018 | $263,000 | -1.1% | 1,680 | 0.0% | 0.06% | +21.6% |
Q4 2017 | $266,000 | +6.0% | 1,680 | 0.0% | 0.05% | -1.9% |
Q3 2017 | $251,000 | +3.7% | 1,680 | 0.0% | 0.05% | 0.0% |
Q2 2017 | $242,000 | +3.0% | 1,680 | 0.0% | 0.05% | -8.8% |
Q1 2017 | $235,000 | +5.4% | 1,680 | 0.0% | 0.06% | -12.3% |
Q4 2016 | $223,000 | +3.7% | 1,680 | 0.0% | 0.06% | -9.7% |
Q3 2016 | $215,000 | +3.4% | 1,680 | 0.0% | 0.07% | -8.9% |
Q2 2016 | $208,000 | -5.9% | 1,680 | -8.1% | 0.08% | -18.6% |
Q1 2016 | $221,000 | – | 1,828 | – | 0.10% | – |
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% |