ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,333,980 | +309.7% | 37,765 | +284.4% | 0.02% | +283.3% |
| Q3 2022 | $2,034,000 | +6.1% | 9,825 | +11.4% | 0.01% | +20.0% |
| Q2 2022 | $1,917,000 | +397.9% | 8,819 | +501.2% | 0.01% | +400.0% |
| Q1 2022 | $385,000 | -89.9% | 1,467 | -89.3% | 0.00% | -85.7% |
| Q4 2021 | $3,821,000 | +42355.6% | 13,769 | +38147.2% | 0.01% | – |
| Q3 2021 | $9,000 | -98.4% | 36 | -98.6% | 0.00% | -100.0% |
| Q4 2020 | $573,000 | +590.4% | 2,565 | +506.4% | 0.00% | – |
| Q3 2020 | $83,000 | -95.2% | 423 | -96.3% | 0.00% | -100.0% |
| Q1 2020 | $1,714,000 | -55.8% | 11,554 | -43.9% | 0.01% | -44.4% |
| Q4 2019 | $3,881,000 | +16773.9% | 20,590 | +15381.2% | 0.01% | – |
| Q2 2019 | $23,000 | -99.7% | 133 | -99.8% | 0.00% | -100.0% |
| Q4 2018 | $8,201,000 | +13344.3% | 55,817 | +14824.3% | 0.02% | – |
| Q2 2018 | $61,000 | -93.0% | 374 | -93.2% | 0.00% | -100.0% |
| Q4 2017 | $868,000 | +317.3% | 5,490 | +294.1% | 0.00% | +100.0% |
| Q3 2017 | $208,000 | -86.7% | 1,393 | -88.2% | 0.00% | -80.0% |
| Q4 2016 | $1,565,000 | -76.6% | 11,772 | -78.8% | 0.01% | -76.2% |
| Q4 2015 | $6,675,000 | +695.6% | 55,484 | +652.7% | 0.02% | +600.0% |
| Q3 2015 | $839,000 | +13883.3% | 7,371 | +14075.0% | 0.00% | – |
| Q2 2015 | $6,000 | -99.4% | 52 | -99.4% | 0.00% | -100.0% |
| Q4 2014 | $1,061,000 | +1133.7% | 8,672 | +1011.8% | 0.00% | – |
| Q4 2013 | $86,000 | – | 780 | – | 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% |