ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.52 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,029,372 | +58221.4% | 4,045 | -46.1% | 0.01% | -42.1% |
| Q1 2023 | $1,765 | -47.0% | 7,498 | -50.3% | 0.02% | -48.6% |
| Q4 2022 | $3,330 | -99.5% | 15,093 | +336.5% | 0.04% | +311.1% |
| Q3 2022 | $716,000 | -8.6% | 3,458 | -3.9% | 0.01% | 0.0% |
| Q2 2022 | $783,000 | -13.8% | 3,600 | +4.1% | 0.01% | 0.0% |
| Q1 2022 | $908,000 | -9.7% | 3,458 | -12.6% | 0.01% | +80.0% |
| Q3 2021 | $1,006,000 | +139.5% | 3,958 | +141.8% | 0.01% | +25.0% |
| Q2 2021 | $420,000 | -0.9% | 1,637 | -8.4% | 0.00% | 0.0% |
| Q1 2021 | $424,000 | -33.5% | 1,788 | -37.4% | 0.00% | -42.9% |
| Q4 2020 | $638,000 | +77.7% | 2,856 | +56.0% | 0.01% | +40.0% |
| Q3 2020 | $359,000 | -25.7% | 1,831 | -31.7% | 0.01% | -37.5% |
| Q2 2020 | $483,000 | +4.1% | 2,682 | -14.5% | 0.01% | -11.1% |
| Q1 2020 | $464,000 | -65.5% | 3,136 | -56.0% | 0.01% | -57.1% |
| Q4 2019 | $1,343,000 | +169.1% | 7,133 | +149.1% | 0.02% | +162.5% |
| Q3 2019 | $499,000 | -25.9% | 2,863 | -26.6% | 0.01% | -20.0% |
| Q2 2019 | $673,000 | +25.3% | 3,901 | +21.4% | 0.01% | +25.0% |
| Q1 2019 | $537,000 | -71.3% | 3,214 | -74.8% | 0.01% | -75.0% |
| Q4 2018 | $1,870,000 | +237.5% | 12,730 | +296.2% | 0.03% | +300.0% |
| Q3 2018 | $554,000 | +8.6% | 3,213 | +2.3% | 0.01% | 0.0% |
| Q2 2018 | $510,000 | +25.6% | 3,141 | +20.8% | 0.01% | -11.1% |
| Q1 2018 | $406,000 | -58.5% | 2,600 | -57.9% | 0.01% | -59.1% |
| Q4 2017 | $978,000 | +50.0% | 6,183 | +41.5% | 0.02% | +46.7% |
| Q3 2017 | $652,000 | -3.7% | 4,369 | -7.0% | 0.02% | -6.2% |
| Q2 2017 | $677,000 | -3.4% | 4,700 | -6.2% | 0.02% | -5.9% |
| Q1 2017 | $701,000 | -38.6% | 5,013 | -41.6% | 0.02% | -41.4% |
| Q4 2016 | $1,142,000 | +85.1% | 8,588 | +78.5% | 0.03% | +81.2% |
| Q3 2016 | $617,000 | +10.0% | 4,811 | +6.3% | 0.02% | +6.7% |
| Q2 2016 | $561,000 | +0.9% | 4,525 | -1.6% | 0.02% | +7.1% |
| Q1 2016 | $556,000 | -12.2% | 4,600 | -12.6% | 0.01% | -6.7% |
| Q4 2015 | $633,000 | +20.8% | 5,264 | +14.4% | 0.02% | +15.4% |
| Q3 2015 | $524,000 | -8.1% | 4,600 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $570,000 | -1.0% | 4,600 | -1.1% | 0.01% | 0.0% |
| Q1 2015 | $576,000 | -13.8% | 4,650 | -14.9% | 0.01% | -13.3% |
| Q4 2014 | $668,000 | +23.0% | 5,465 | +17.5% | 0.02% | +15.4% |
| Q3 2014 | $543,000 | -0.7% | 4,650 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $547,000 | -46.5% | 4,650 | -48.9% | 0.01% | +8.3% |
| Q1 2014 | $1,022,000 | -1.2% | 9,100 | -2.7% | 0.01% | 0.0% |
| Q4 2013 | $1,034,000 | +118.6% | 9,350 | +100.0% | 0.01% | 0.0% |
| Q3 2013 | $473,000 | -5.2% | 4,675 | -9.7% | 0.01% | -7.7% |
| Q2 2013 | $499,000 | +10.2% | 5,175 | +6.7% | 0.01% | +8.3% |
| Q1 2013 | $453,000 | – | 4,850 | – | 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% |