ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 497 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,019 | +2.9% | 3,300 | 0.0% | 0.52% | +16.0% |
Q1 2024 | $990 | +7.1% | 3,300 | -2.2% | 0.45% | -2.0% |
Q4 2023 | $924 | +11.7% | 3,375 | 0.0% | 0.46% | +4.3% |
Q3 2023 | $827 | -3.7% | 3,375 | 0.0% | 0.44% | -0.7% |
Q2 2023 | $859 | +8.1% | 3,375 | 0.0% | 0.44% | +3.3% |
Q1 2023 | $795 | +6.7% | 3,375 | 0.0% | 0.43% | +3.9% |
Q4 2022 | $745 | -99.9% | 3,375 | -12.9% | 0.41% | -6.3% |
Q3 2022 | $802,000 | -44.7% | 3,875 | -41.9% | 0.44% | -41.4% |
Q2 2022 | $1,451,000 | -21.8% | 6,675 | -5.7% | 0.75% | -7.9% |
Q1 2022 | $1,856,000 | -5.5% | 7,075 | 0.0% | 0.82% | -0.4% |
Q4 2021 | $1,963,000 | +8.9% | 7,075 | 0.0% | 0.82% | +1.7% |
Q3 2021 | $1,803,000 | -0.4% | 7,075 | 0.0% | 0.81% | -1.9% |
Q2 2021 | $1,811,000 | +7.9% | 7,075 | 0.0% | 0.82% | +2.4% |
Q1 2021 | $1,678,000 | +6.1% | 7,075 | 0.0% | 0.80% | +2.9% |
Q4 2020 | $1,582,000 | +11.1% | 7,075 | -2.7% | 0.78% | -5.8% |
Q3 2020 | $1,424,000 | +8.7% | 7,275 | 0.0% | 0.83% | 0.0% |
Q2 2020 | $1,310,000 | +5.5% | 7,275 | -13.1% | 0.83% | -11.2% |
Q1 2020 | $1,242,000 | -21.3% | 8,375 | 0.0% | 0.94% | -1.9% |
Q4 2019 | $1,579,000 | +8.5% | 8,375 | 0.0% | 0.95% | -3.3% |
Q3 2019 | $1,455,000 | +13.0% | 8,375 | +12.0% | 0.99% | +10.5% |
Q2 2019 | $1,288,000 | +19.1% | 7,475 | +15.2% | 0.89% | +10.8% |
Q1 2019 | $1,081,000 | +64.0% | 6,487 | +44.6% | 0.80% | +49.9% |
Q4 2018 | $659,000 | +12.1% | 4,487 | +31.5% | 0.54% | +34.6% |
Q3 2018 | $588,000 | +6.1% | 3,412 | 0.0% | 0.40% | +0.3% |
Q2 2018 | $554,000 | +3.9% | 3,412 | 0.0% | 0.40% | +1.8% |
Q1 2018 | $533,000 | -0.9% | 3,412 | +0.4% | 0.39% | +0.8% |
Q4 2017 | $538,000 | +5.9% | 3,400 | 0.0% | 0.39% | +2.6% |
Q3 2017 | $508,000 | +26.1% | 3,400 | +21.4% | 0.38% | +26.0% |
Q2 2017 | $403,000 | +2.8% | 2,800 | 0.0% | 0.30% | +1.7% |
Q1 2017 | $392,000 | +5.4% | 2,800 | 0.0% | 0.30% | +1.7% |
Q4 2016 | $372,000 | -6.3% | 2,800 | -9.7% | 0.29% | -10.2% |
Q3 2016 | $397,000 | +3.4% | 3,100 | 0.0% | 0.32% | -1.2% |
Q2 2016 | $384,000 | +2.4% | 3,100 | 0.0% | 0.33% | +0.6% |
Q1 2016 | $375,000 | +0.5% | 3,100 | 0.0% | 0.32% | -0.9% |
Q4 2015 | $373,000 | +5.7% | 3,100 | 0.0% | 0.33% | 0.0% |
Q3 2015 | $353,000 | -8.1% | 3,100 | 0.0% | 0.33% | -0.6% |
Q2 2015 | $384,000 | 0.0% | 3,100 | 0.0% | 0.33% | -2.1% |
Q1 2015 | $384,000 | +1.3% | 3,100 | 0.0% | 0.34% | -2.0% |
Q4 2014 | $379,000 | – | 3,100 | – | 0.34% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TLWM | 205,975 | $54,038,000 | 18.84% |
Georgetown University | 236,989 | $62,179,000 | 15.86% |
Family Firm, Inc. | 223,836 | $58,728,000 | 15.39% |
PITCAIRN CO | 656,312 | $172,197,000 | 15.00% |
AlphaCore Capital LLC | 140,122 | $36,764,000 | 14.27% |
SCS Capital Management LLC | 2,333,855 | $612,334,000 | 14.05% |
Wind River Trust Co | 127,517 | $33,457,000 | 13.39% |
Wealthstream Advisors, Inc. | 57,385 | $15,056,000 | 13.17% |
Evensky & Katz LLC | 444,876 | $116,722,000 | 11.54% |
Wealth CMT | 79,116 | $20,758,000 | 10.59% |