ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 354 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $7,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2019 | $7,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2019 | $7,000 | +16.7% | 43 | 0.0% | 0.00% | – |
| Q4 2018 | $6,000 | -14.3% | 43 | 0.0% | 0.00% | – |
| Q3 2018 | $7,000 | +16.7% | 43 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | -40.0% | 43 | -32.8% | 0.00% | – |
| Q1 2018 | $10,000 | -91.7% | 64 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $120,000 | +1233.3% | 64 | 0.0% | 0.01% | – |
| Q3 2017 | $9,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q2 2017 | $9,000 | +12.5% | 64 | 0.0% | 0.00% | – |
| Q1 2017 | $8,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q4 2016 | $8,000 | -57.9% | 64 | -57.6% | 0.00% | -100.0% |
| Q3 2016 | $19,000 | -32.1% | 151 | -34.1% | 0.00% | -50.0% |
| Q2 2016 | $28,000 | -3.4% | 229 | -6.9% | 0.00% | 0.0% |
| Q1 2016 | $29,000 | -3.3% | 246 | -4.3% | 0.00% | 0.0% |
| Q4 2015 | $30,000 | +20.0% | 257 | +16.8% | 0.00% | 0.0% |
| Q3 2015 | $25,000 | -16.7% | 220 | -9.5% | 0.00% | 0.0% |
| Q2 2015 | $30,000 | -6.2% | 243 | -7.3% | 0.00% | 0.0% |
| Q1 2015 | $32,000 | +10.3% | 262 | +6.9% | 0.00% | 0.0% |
| Q4 2014 | $29,000 | – | 245 | – | 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% |