ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.52 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $735,000 | -14.7% | 5,000 | 0.0% | 0.16% | -25.5% |
| Q3 2018 | $862,000 | +6.3% | 5,000 | 0.0% | 0.22% | -3.6% |
| Q2 2018 | $811,000 | +3.7% | 5,000 | 0.0% | 0.22% | -0.9% |
| Q1 2018 | $782,000 | -1.1% | 5,000 | 0.0% | 0.23% | +6.1% |
| Q4 2017 | $791,000 | +6.0% | 5,000 | 0.0% | 0.21% | +2.4% |
| Q3 2017 | $746,000 | +3.6% | 5,000 | 0.0% | 0.21% | +2.0% |
| Q2 2017 | $720,000 | -11.2% | 5,000 | -13.8% | 0.20% | -7.3% |
| Q1 2017 | $811,000 | +5.2% | 5,800 | 0.0% | 0.22% | +4.3% |
| Q4 2016 | $771,000 | +3.5% | 5,800 | -0.2% | 0.21% | +3.9% |
| Q3 2016 | $745,000 | -16.8% | 5,811 | -19.4% | 0.20% | -18.5% |
| Q2 2016 | $895,000 | -9.0% | 7,213 | -11.3% | 0.25% | -12.3% |
| Q1 2016 | $983,000 | +0.6% | 8,131 | +0.1% | 0.28% | -2.7% |
| Q4 2015 | $977,000 | +3.8% | 8,120 | -1.7% | 0.29% | -5.2% |
| Q3 2015 | $941,000 | -8.1% | 8,260 | 0.0% | 0.31% | +0.7% |
| Q2 2015 | $1,024,000 | +65.4% | 8,260 | +65.2% | 0.31% | +55.3% |
| Q1 2015 | $619,000 | +1.3% | 5,000 | 0.0% | 0.20% | +0.5% |
| Q4 2014 | $611,000 | +4.6% | 5,000 | 0.0% | 0.20% | -1.0% |
| Q3 2014 | $584,000 | -0.8% | 5,000 | 0.0% | 0.20% | -4.3% |
| Q2 2014 | $589,000 | +4.8% | 5,000 | 0.0% | 0.21% | 0.0% |
| Q1 2014 | $562,000 | +1.6% | 5,000 | 0.0% | 0.21% | -1.0% |
| Q4 2013 | $553,000 | +9.3% | 5,000 | 0.0% | 0.21% | -2.3% |
| Q3 2013 | $506,000 | +5.0% | 5,000 | 0.0% | 0.21% | -0.9% |
| Q2 2013 | $482,000 | – | 5,000 | – | 0.22% | – |
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% |