ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 243 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.80 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,733,889 | -3.8% | 11,156 | -0.1% | 0.12% | 0.0% |
| Q2 2023 | $2,842,287 | +7.4% | 11,169 | -0.6% | 0.12% | +0.8% |
| Q1 2023 | $2,646,479 | +6.6% | 11,242 | -0.1% | 0.12% | +2.6% |
| Q4 2022 | $2,482,429 | +10.0% | 11,249 | +3.2% | 0.12% | +1.8% |
| Q3 2022 | $2,257,000 | -5.6% | 10,899 | -0.9% | 0.11% | +1.8% |
| Q2 2022 | $2,391,000 | -16.9% | 10,995 | +0.3% | 0.11% | -1.8% |
| Q1 2022 | $2,876,000 | -51.3% | 10,964 | -48.4% | 0.11% | +2.7% |
| Q4 2021 | $5,902,000 | +100.6% | 21,264 | +84.2% | 0.11% | +33.7% |
| Q3 2021 | $2,942,000 | +6.0% | 11,544 | +6.5% | 0.08% | +6.4% |
| Q2 2021 | $2,775,000 | +6.0% | 10,843 | -1.7% | 0.08% | -2.5% |
| Q1 2021 | $2,618,000 | -0.4% | 11,036 | -6.1% | 0.08% | -5.9% |
| Q4 2020 | $2,628,000 | +11.1% | 11,758 | -2.7% | 0.08% | -2.3% |
| Q3 2020 | $2,365,000 | +8.9% | 12,085 | -1.3% | 0.09% | -3.3% |
| Q2 2020 | $2,171,000 | +20.3% | 12,239 | +0.7% | 0.09% | +4.7% |
| Q1 2020 | $1,804,000 | -13.8% | 12,157 | +9.6% | 0.09% | +4.9% |
| Q4 2019 | $2,092,000 | +13.4% | 11,095 | +6.7% | 0.08% | -17.2% |
| Q3 2019 | $1,845,000 | +7.8% | 10,397 | +4.6% | 0.10% | +5.3% |
| Q2 2019 | $1,712,000 | +9.0% | 9,937 | +7.4% | 0.09% | +6.8% |
| Q1 2019 | $1,570,000 | +10.3% | 9,252 | -4.5% | 0.09% | -3.3% |
| Q4 2018 | $1,424,000 | -11.7% | 9,690 | +3.5% | 0.09% | +5.8% |
| Q3 2018 | $1,613,000 | +0.2% | 9,363 | -5.6% | 0.09% | 0.0% |
| Q2 2018 | $1,610,000 | +6.3% | 9,921 | +2.4% | 0.09% | -3.4% |
| Q1 2018 | $1,515,000 | -4.0% | 9,692 | -2.9% | 0.09% | 0.0% |
| Q4 2017 | $1,578,000 | +7.1% | 9,978 | +1.1% | 0.09% | +1.1% |
| Q3 2017 | $1,473,000 | +0.1% | 9,870 | -3.4% | 0.09% | -2.2% |
| Q2 2017 | $1,471,000 | -4.1% | 10,213 | -6.9% | 0.09% | -7.2% |
| Q1 2017 | $1,534,000 | +1.1% | 10,969 | -3.8% | 0.10% | -1.0% |
| Q4 2016 | $1,517,000 | +14.9% | 11,408 | +10.7% | 0.10% | +12.6% |
| Q3 2016 | $1,320,000 | +5.4% | 10,302 | +2.0% | 0.09% | +2.4% |
| Q2 2016 | $1,252,000 | +22.3% | 10,096 | +19.1% | 0.08% | +25.0% |
| Q1 2016 | $1,024,000 | +2.8% | 8,476 | +2.4% | 0.07% | 0.0% |
| Q4 2015 | $996,000 | +12.8% | 8,281 | +6.8% | 0.07% | +6.2% |
| Q3 2015 | $883,000 | +6.1% | 7,751 | +15.5% | 0.06% | +16.4% |
| Q2 2015 | $832,000 | +2.7% | 6,711 | +2.6% | 0.06% | +1.9% |
| Q1 2015 | $810,000 | +14.9% | 6,538 | +13.3% | 0.05% | +12.5% |
| Q4 2014 | $705,000 | +9.1% | 5,768 | +4.2% | 0.05% | +2.1% |
| Q3 2014 | $646,000 | +7.5% | 5,535 | +8.5% | 0.05% | +6.8% |
| Q2 2014 | $601,000 | +17.8% | 5,103 | +12.3% | 0.04% | +15.8% |
| Q1 2014 | $510,000 | +58.9% | 4,543 | +56.4% | 0.04% | +58.3% |
| Q4 2013 | $321,000 | – | 2,905 | – | 0.02% | – |
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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% |