ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $354,971 | +2.9% | 1,150 | 0.0% | 0.06% | 0.0% |
Q1 2024 | $345,092 | +7.5% | 1,150 | 0.0% | 0.06% | +1.6% |
Q4 2023 | $321,046 | -12.1% | 1,150 | -23.3% | 0.06% | -17.9% |
Q3 2023 | $365,205 | -7.0% | 1,500 | 0.0% | 0.08% | 0.0% |
Q2 2023 | $392,730 | +10.9% | 1,500 | 0.0% | 0.08% | +5.4% |
Q1 2023 | $354,045 | +7.0% | 1,500 | 0.0% | 0.07% | -1.3% |
Q4 2022 | $331,020 | +2.2% | 1,500 | 0.0% | 0.08% | -3.8% |
Q3 2022 | $324,000 | -9.5% | 1,500 | 0.0% | 0.08% | 0.0% |
Q2 2022 | $358,000 | -16.7% | 1,500 | -16.7% | 0.08% | -17.9% |
Q1 2022 | $430,000 | -8.5% | 1,800 | 0.0% | 0.10% | +1.1% |
Q4 2021 | $470,000 | -3.5% | 1,800 | 0.0% | 0.09% | -2.1% |
Q3 2021 | $487,000 | +3.6% | 1,800 | 0.0% | 0.10% | +2.1% |
Q2 2021 | $470,000 | +4.0% | 1,800 | 0.0% | 0.09% | 0.0% |
Q1 2021 | $452,000 | +12.7% | 1,800 | 0.0% | 0.09% | +3.3% |
Q4 2020 | $401,000 | +12.0% | 1,800 | 0.0% | 0.09% | +4.6% |
Q3 2020 | $358,000 | +10.5% | 1,800 | 0.0% | 0.09% | -10.3% |
Q2 2020 | $324,000 | +21.3% | 1,800 | 0.0% | 0.10% | +4.3% |
Q1 2020 | $267,000 | -35.7% | 1,800 | -18.2% | 0.09% | -16.2% |
Q4 2019 | $415,000 | +8.6% | 2,200 | 0.0% | 0.11% | +1.8% |
Q3 2019 | $382,000 | -7.7% | 2,200 | -8.3% | 0.11% | -9.2% |
Q2 2019 | $414,000 | +3.5% | 2,400 | 0.0% | 0.12% | +2.6% |
Q1 2019 | $400,000 | -22.2% | 2,400 | -31.4% | 0.12% | -30.8% |
Q4 2018 | $514,000 | -14.8% | 3,500 | 0.0% | 0.17% | -1.2% |
Q3 2018 | $603,000 | +6.2% | 3,500 | 0.0% | 0.17% | +3.0% |
Q2 2018 | $568,000 | +3.8% | 3,500 | 0.0% | 0.17% | +3.8% |
Q1 2018 | $547,000 | -1.3% | 3,500 | 0.0% | 0.16% | +1.9% |
Q4 2017 | $554,000 | +6.1% | 3,500 | 0.0% | 0.16% | +0.6% |
Q3 2017 | $522,000 | +3.6% | 3,500 | 0.0% | 0.16% | +2.0% |
Q2 2017 | $504,000 | +2.9% | 3,500 | 0.0% | 0.15% | -12.1% |
Q1 2017 | $490,000 | +5.4% | 3,500 | 0.0% | 0.17% | +1.2% |
Q4 2016 | $465,000 | +3.6% | 3,500 | 0.0% | 0.17% | +3.0% |
Q3 2016 | $449,000 | +3.5% | 3,500 | 0.0% | 0.17% | +3.7% |
Q2 2016 | $434,000 | +2.6% | 3,500 | 0.0% | 0.16% | -3.0% |
Q1 2016 | $423,000 | +0.5% | 3,500 | 0.0% | 0.17% | -1.2% |
Q4 2015 | $421,000 | +5.5% | 3,500 | 0.0% | 0.17% | -3.4% |
Q3 2015 | $399,000 | -8.1% | 3,500 | 0.0% | 0.17% | +2.4% |
Q2 2015 | $434,000 | +0.2% | 3,500 | 0.0% | 0.17% | +0.6% |
Q1 2015 | $433,000 | +1.2% | 3,500 | 0.0% | 0.17% | 0.0% |
Q4 2014 | $428,000 | +4.6% | 3,500 | 0.0% | 0.17% | +1.2% |
Q3 2014 | $409,000 | -30.6% | 3,500 | -30.0% | 0.17% | -27.4% |
Q2 2014 | $589,000 | +4.8% | 5,000 | 0.0% | 0.23% | +3.6% |
Q1 2014 | $562,000 | -15.4% | 5,000 | -16.7% | 0.22% | -21.0% |
Q4 2013 | $664,000 | +9.4% | 6,000 | 0.0% | 0.28% | +1.1% |
Q3 2013 | $607,000 | -2.7% | 6,000 | -7.3% | 0.28% | -7.3% |
Q2 2013 | $624,000 | +3.1% | 6,470 | 0.0% | 0.30% | +9.1% |
Q1 2013 | $605,000 | – | 6,470 | – | 0.28% | – |
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% |