ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 359 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.47 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $125,471 | -3.7% | 512 | 0.0% | 0.00% | – |
| Q2 2023 | $130,294 | +8.1% | 512 | 0.0% | 0.00% | – |
| Q1 2023 | $120,530 | +9.2% | 512 | +2.4% | 0.00% | – |
| Q4 2022 | $110,340 | -99.9% | 500 | 0.0% | 0.00% | – |
| Q3 2022 | $103,520,000 | -5.5% | 500 | -0.8% | 0.00% | – |
| Q2 2022 | $109,565,000 | +415.6% | 504 | +522.2% | 0.00% | – |
| Q1 2022 | $21,252,000 | -96.5% | 81 | -96.2% | 0.00% | -100.0% |
| Q4 2021 | $599,122,000 | -13.5% | 2,159 | -53.5% | 0.00% | -50.0% |
| Q3 2017 | $692,510,000 | +102.8% | 4,639 | +95.7% | 0.00% | +100.0% |
| Q2 2017 | $341,471,000 | +2.9% | 2,371 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $331,703,000 | +5.2% | 2,371 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $315,296,000 | – | 2,371 | – | 0.00% | – |
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% |