ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,371 | -6.5% | 2,013 | -2.9% | 0.02% | -5.9% |
| Q2 2023 | $527,604 | +8.1% | 2,073 | 0.0% | 0.02% | +6.2% |
| Q1 2023 | $488,044 | +6.9% | 2,073 | +0.2% | 0.02% | -5.9% |
| Q4 2022 | $456,623 | -42.5% | 2,069 | -43.3% | 0.02% | +6.2% |
| Q2 2022 | $794,000 | +60.7% | 3,648 | +93.7% | 0.02% | -5.9% |
| Q1 2022 | $494,000 | -51.0% | 1,883 | -48.2% | 0.02% | -46.9% |
| Q4 2021 | $1,008,000 | +22.9% | 3,633 | +0.2% | 0.03% | -20.0% |
| Q3 2021 | $820,000 | -15.4% | 3,625 | -4.3% | 0.04% | +2.6% |
| Q2 2021 | $969,000 | +132.9% | 3,788 | +116.2% | 0.04% | +62.5% |
| Q1 2021 | $416,000 | +6.1% | 1,752 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $392,000 | +14.0% | 1,752 | -0.3% | 0.02% | -17.2% |
| Q3 2020 | $344,000 | +8.5% | 1,758 | 0.0% | 0.03% | +3.6% |
| Q2 2020 | $317,000 | -6.5% | 1,758 | -23.1% | 0.03% | -24.3% |
| Q1 2020 | $339,000 | -21.5% | 2,286 | -0.3% | 0.04% | +5.7% |
| Q4 2019 | $432,000 | +3.3% | 2,293 | -4.6% | 0.04% | 0.0% |
| Q3 2019 | $418,000 | +1.5% | 2,404 | +0.5% | 0.04% | +2.9% |
| Q2 2019 | $412,000 | +3.3% | 2,391 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $399,000 | +15.0% | 2,391 | +1.2% | 0.04% | +2.9% |
| Q4 2018 | $347,000 | -14.7% | 2,363 | 0.0% | 0.03% | -8.1% |
| Q3 2018 | $407,000 | +6.3% | 2,363 | 0.0% | 0.04% | -5.1% |
| Q2 2018 | $383,000 | +3.8% | 2,363 | 0.0% | 0.04% | -2.5% |
| Q1 2018 | $369,000 | -35.9% | 2,363 | -35.2% | 0.04% | -35.5% |
| Q4 2017 | $576,000 | +5.9% | 3,644 | 0.0% | 0.06% | -1.6% |
| Q3 2017 | $544,000 | -1.8% | 3,644 | -5.2% | 0.06% | -11.3% |
| Q2 2017 | $554,000 | +3.0% | 3,844 | 0.0% | 0.07% | -4.1% |
| Q1 2017 | $538,000 | -19.1% | 3,844 | -23.1% | 0.07% | -31.5% |
| Q4 2016 | $665,000 | -5.8% | 5,000 | -9.2% | 0.11% | -13.6% |
| Q3 2016 | $706,000 | +3.4% | 5,505 | 0.0% | 0.12% | +3.3% |
| Q2 2016 | $683,000 | +2.7% | 5,505 | 0.0% | 0.12% | 0.0% |
| Q1 2016 | $665,000 | – | 5,505 | – | 0.12% | – |
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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% |