ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 246 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.89 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $97,178 | +11.7% | 355 | 0.0% | 0.05% | +8.9% |
| Q3 2023 | $86,996 | -3.7% | 355 | 0.0% | 0.04% | +2.3% |
| Q2 2023 | $90,340 | +8.1% | 355 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $83,571 | +6.7% | 355 | 0.0% | 0.04% | +4.8% |
| Q4 2022 | $78,341 | +7.3% | 355 | 0.0% | 0.04% | +7.7% |
| Q3 2022 | $73,000 | -5.2% | 355 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $77,000 | -17.2% | 355 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $93,000 | -6.1% | 355 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $99,000 | +10.0% | 355 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $90,000 | -1.1% | 355 | 0.0% | 0.04% | +35.7% |
| Q2 2021 | $91,000 | +12.3% | 355 | +4.4% | 0.03% | +16.7% |
| Q1 2021 | $81,000 | +6.6% | 340 | 0.0% | 0.02% | +4.3% |
| Q4 2020 | $76,000 | +13.4% | 340 | 0.0% | 0.02% | +4.5% |
| Q3 2020 | $67,000 | +9.8% | 340 | 0.0% | 0.02% | +4.8% |
| Q2 2020 | $61,000 | +22.0% | 340 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $50,000 | -27.5% | 340 | -6.8% | 0.02% | +5.0% |
| Q4 2019 | $69,000 | +16.9% | 365 | +7.4% | 0.02% | +5.3% |
| Q3 2019 | $59,000 | 0.0% | 340 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $59,000 | +321.4% | 340 | +300.0% | 0.02% | +280.0% |
| Q1 2019 | $14,000 | -30.0% | 85 | -37.0% | 0.01% | -28.6% |
| Q4 2018 | $20,000 | -37.5% | 135 | -27.0% | 0.01% | -22.2% |
| Q3 2018 | $32,000 | +6.7% | 185 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $30,000 | +3.4% | 185 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $29,000 | +141.7% | 185 | +85.0% | 0.01% | +125.0% |
| Q1 2015 | $12,000 | +33.3% | 100 | +42.9% | 0.00% | +33.3% |
| Q4 2014 | $9,000 | +12.5% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $8,000 | +100.0% | 70 | +100.0% | 0.00% | +200.0% |
| Q2 2014 | $4,000 | – | 35 | – | 0.00% | – |
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% |