ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,292,537 | -2.4% | 9,355 | +1.4% | 0.00% | +33.3% |
| Q2 2023 | $2,348,850 | +8.1% | 9,230 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,172,834 | -38.9% | 9,230 | -42.7% | 0.00% | -50.0% |
| Q4 2022 | $3,557,362 | +8.7% | 16,120 | +3.3% | 0.01% | 0.0% |
| Q3 2022 | $3,274,000 | +3.7% | 15,608 | +8.6% | 0.01% | +20.0% |
| Q2 2022 | $3,157,000 | -16.3% | 14,370 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $3,770,000 | -5.3% | 14,370 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $3,980,000 | +5.5% | 14,370 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $3,774,000 | -9.4% | 14,370 | -11.7% | 0.01% | -16.7% |
| Q2 2021 | $4,167,000 | -22.1% | 16,282 | -27.8% | 0.01% | -25.0% |
| Q1 2021 | $5,348,000 | -15.8% | 22,543 | -20.7% | 0.01% | -27.3% |
| Q4 2020 | $6,353,000 | +35.0% | 28,417 | +18.2% | 0.01% | +22.2% |
| Q3 2020 | $4,706,000 | +30.8% | 24,044 | +20.4% | 0.01% | +28.6% |
| Q2 2020 | $3,597,000 | -4.7% | 19,976 | -21.5% | 0.01% | -12.5% |
| Q1 2020 | $3,775,000 | -30.3% | 25,450 | -11.4% | 0.01% | 0.0% |
| Q4 2019 | $5,415,000 | -18.3% | 28,730 | -24.7% | 0.01% | -20.0% |
| Q3 2019 | $6,628,000 | -5.5% | 38,139 | -6.3% | 0.01% | -9.1% |
| Q2 2019 | $7,013,000 | -7.1% | 40,687 | -10.2% | 0.01% | -15.4% |
| Q1 2019 | $7,551,000 | +8.1% | 45,297 | -4.7% | 0.01% | +8.3% |
| Q4 2018 | $6,986,000 | -19.2% | 47,555 | -5.2% | 0.01% | -7.7% |
| Q3 2018 | $8,646,000 | -10.3% | 50,178 | -15.5% | 0.01% | -7.1% |
| Q2 2018 | $9,642,000 | +6.1% | 59,417 | +2.2% | 0.01% | 0.0% |
| Q1 2018 | $9,091,000 | -4.9% | 58,150 | -3.8% | 0.01% | +7.7% |
| Q4 2017 | $9,561,000 | -19.4% | 60,450 | -23.9% | 0.01% | -23.5% |
| Q3 2017 | $11,860,000 | +0.6% | 79,450 | -2.9% | 0.02% | -5.6% |
| Q2 2017 | $11,788,000 | +15.5% | 81,850 | +12.2% | 0.02% | +12.5% |
| Q1 2017 | $10,206,000 | +7.3% | 72,950 | +2.0% | 0.02% | +6.7% |
| Q4 2016 | $9,515,000 | +3.6% | 71,550 | -0.1% | 0.02% | 0.0% |
| Q3 2016 | $9,185,000 | +1.1% | 71,650 | -2.2% | 0.02% | 0.0% |
| Q2 2016 | $9,084,000 | +1.0% | 73,250 | -1.6% | 0.02% | -6.2% |
| Q1 2016 | $8,998,000 | +0.6% | 74,450 | +0.1% | 0.02% | 0.0% |
| Q4 2015 | $8,945,000 | +12.4% | 74,350 | +6.4% | 0.02% | 0.0% |
| Q3 2015 | $7,955,000 | +4.2% | 69,850 | +13.5% | 0.02% | +14.3% |
| Q2 2015 | $7,631,000 | +0.4% | 61,550 | +0.3% | 0.01% | +7.7% |
| Q1 2015 | $7,598,000 | +25.1% | 61,350 | +23.6% | 0.01% | +18.2% |
| Q4 2014 | $6,072,000 | +8.4% | 49,650 | +3.5% | 0.01% | 0.0% |
| Q3 2014 | $5,600,000 | -22.4% | 47,950 | -21.7% | 0.01% | -15.4% |
| Q2 2014 | $7,212,000 | +45.8% | 61,250 | +39.0% | 0.01% | +44.4% |
| Q1 2014 | $4,947,000 | -2.5% | 44,050 | -3.9% | 0.01% | -10.0% |
| Q4 2013 | $5,073,000 | -10.2% | 45,850 | -17.9% | 0.01% | -16.7% |
| Q3 2013 | $5,649,000 | -5.0% | 55,850 | -9.5% | 0.01% | -7.7% |
| Q2 2013 | $5,948,000 | – | 61,700 | – | 0.01% | – |
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% |