ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 427 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $316,000 | +3.6% | 2,115 | 0.0% | 0.13% | -1.6% |
| Q2 2017 | $305,000 | +3.0% | 2,115 | 0.0% | 0.13% | -0.8% |
| Q1 2017 | $296,000 | -3.0% | 2,115 | -7.6% | 0.13% | -4.4% |
| Q4 2016 | $305,000 | +3.7% | 2,290 | 0.0% | 0.14% | 0.0% |
| Q3 2016 | $294,000 | +3.5% | 2,290 | 0.0% | 0.14% | +3.8% |
| Q2 2016 | $284,000 | +2.5% | 2,290 | 0.0% | 0.13% | +2.4% |
| Q1 2016 | $277,000 | +0.4% | 2,290 | 0.0% | 0.13% | -3.8% |
| Q4 2015 | $276,000 | +5.7% | 2,290 | 0.0% | 0.13% | -2.2% |
| Q3 2015 | $261,000 | -8.1% | 2,290 | 0.0% | 0.14% | +7.1% |
| Q2 2015 | $284,000 | 0.0% | 2,290 | 0.0% | 0.13% | +5.0% |
| Q1 2015 | $284,000 | +1.4% | 2,290 | 0.0% | 0.12% | +15.4% |
| Q4 2014 | $280,000 | +4.9% | 2,290 | 0.0% | 0.10% | +3.0% |
| Q3 2014 | $267,000 | -1.1% | 2,290 | 0.0% | 0.10% | 0.0% |
| Q2 2014 | $270,000 | -1.5% | 2,290 | -6.1% | 0.10% | -6.5% |
| Q1 2014 | $274,000 | +1.5% | 2,440 | 0.0% | 0.11% | +0.9% |
| Q4 2013 | $270,000 | +9.3% | 2,440 | 0.0% | 0.11% | +0.9% |
| Q3 2013 | $247,000 | +5.1% | 2,440 | 0.0% | 0.11% | 0.0% |
| Q2 2013 | $235,000 | – | 2,440 | – | 0.11% | – |
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% |