ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 327 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $991,000 | +13.0% | 5,259 | +4.1% | 0.13% | +5.6% |
| Q3 2019 | $877,000 | -6.6% | 5,050 | -7.3% | 0.12% | -5.3% |
| Q2 2019 | $939,000 | +3.3% | 5,450 | 0.0% | 0.13% | +2.3% |
| Q1 2019 | $909,000 | +5.2% | 5,450 | -7.2% | 0.13% | -8.6% |
| Q4 2018 | $864,000 | -15.2% | 5,875 | -0.6% | 0.14% | +0.7% |
| Q3 2018 | $1,019,000 | -0.9% | 5,911 | -6.7% | 0.14% | -1.4% |
| Q2 2018 | $1,028,000 | +3.1% | 6,336 | -0.5% | 0.14% | +3.7% |
| Q1 2018 | $997,000 | -2.9% | 6,371 | -1.9% | 0.14% | +4.6% |
| Q4 2017 | $1,027,000 | +6.0% | 6,496 | 0.0% | 0.13% | +2.4% |
| Q3 2017 | $969,000 | +3.5% | 6,496 | 0.0% | 0.13% | +1.6% |
| Q2 2017 | $936,000 | +2.6% | 6,496 | -0.4% | 0.12% | -0.8% |
| Q1 2017 | $912,000 | +3.5% | 6,525 | -1.5% | 0.13% | -1.6% |
| Q4 2016 | $881,000 | +3.6% | 6,625 | 0.0% | 0.13% | 0.0% |
| Q3 2016 | $850,000 | +2.0% | 6,625 | -1.4% | 0.13% | -0.8% |
| Q2 2016 | $833,000 | +2.6% | 6,717 | 0.0% | 0.13% | -9.8% |
| Q1 2016 | $812,000 | +0.5% | 6,717 | 0.0% | 0.14% | +0.7% |
| Q4 2015 | $808,000 | +5.6% | 6,717 | 0.0% | 0.14% | +2.2% |
| Q3 2015 | $765,000 | -8.2% | 6,717 | 0.0% | 0.14% | +0.7% |
| Q2 2015 | $833,000 | -1.0% | 6,717 | -1.1% | 0.14% | -6.8% |
| Q1 2015 | $841,000 | -28.1% | 6,792 | -29.0% | 0.15% | -27.8% |
| Q4 2014 | $1,170,000 | +44.1% | 9,567 | +37.6% | 0.20% | +26.5% |
| Q3 2014 | $812,000 | -5.6% | 6,955 | -4.8% | 0.16% | 0.0% |
| Q2 2014 | $860,000 | -6.4% | 7,307 | -10.7% | 0.16% | -14.7% |
| Q1 2014 | $919,000 | -18.4% | 8,182 | -19.6% | 0.19% | -24.0% |
| Q4 2013 | $1,126,000 | +19.8% | 10,182 | +9.6% | 0.25% | +8.7% |
| Q3 2013 | $940,000 | -44.5% | 9,292 | -47.2% | 0.23% | +130.0% |
| Q2 2013 | $1,694,000 | – | 17,584 | – | 0.10% | – |
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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% |