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 | $27 | -3.6% | 111 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $28 | +7.7% | 111 | 0.0% | 0.03% | -3.1% |
| Q1 2023 | $26 | +8.3% | 111 | 0.0% | 0.03% | +6.7% |
| Q4 2022 | $24 | -99.9% | 111 | 0.0% | 0.03% | +3.4% |
| Q3 2022 | $23,000 | -4.2% | 111 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $24,000 | -17.2% | 111 | 0.0% | 0.03% | -6.5% |
| Q1 2022 | $29,000 | -6.5% | 111 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $31,000 | +10.7% | 111 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $28,000 | 0.0% | 111 | 0.0% | 0.03% | +10.7% |
| Q2 2021 | $28,000 | +7.7% | 111 | 0.0% | 0.03% | +27.3% |
| Q1 2021 | $26,000 | +4.0% | 111 | 0.0% | 0.02% | +4.8% |
| Q4 2020 | $25,000 | +13.6% | 111 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $22,000 | +10.0% | 111 | 0.0% | 0.02% | +10.5% |
| Q2 2020 | $20,000 | +25.0% | 111 | 0.0% | 0.02% | +11.8% |
| Q1 2020 | $16,000 | -23.8% | 111 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $21,000 | +10.5% | 111 | 0.0% | 0.02% | +6.2% |
| Q3 2019 | $19,000 | 0.0% | 111 | 0.0% | 0.02% | +6.7% |
| Q2 2019 | $19,000 | 0.0% | 111 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $19,000 | +18.8% | 111 | 0.0% | 0.02% | +7.1% |
| Q4 2018 | $16,000 | -15.8% | 111 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $19,000 | -26.9% | 111 | -29.7% | 0.01% | -26.3% |
| Q2 2018 | $26,000 | +4.0% | 158 | 0.0% | 0.02% | -5.0% |
| Q1 2018 | $25,000 | 0.0% | 158 | 0.0% | 0.02% | +5.3% |
| Q4 2017 | $25,000 | – | 158 | – | 0.02% | – |
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% |