ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 354 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $321,000 | -4.7% | 1,550 | 0.0% | 0.02% | -4.8% |
Q2 2022 | $337,000 | -17.2% | 1,550 | 0.0% | 0.02% | -22.2% |
Q1 2022 | $407,000 | +3.8% | 1,550 | +9.8% | 0.03% | +8.0% |
Q4 2021 | $392,000 | +8.9% | 1,412 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $360,000 | +8.4% | 1,412 | +8.8% | 0.02% | +4.2% |
Q2 2021 | $332,000 | +7.8% | 1,298 | 0.0% | 0.02% | -4.0% |
Q1 2021 | $308,000 | +6.2% | 1,298 | 0.0% | 0.02% | +4.2% |
Q4 2020 | $290,000 | +25.5% | 1,298 | +10.0% | 0.02% | +9.1% |
Q3 2020 | $231,000 | +8.5% | 1,180 | 0.0% | 0.02% | -8.3% |
Q2 2020 | $213,000 | -55.1% | 1,180 | -63.1% | 0.02% | -60.0% |
Q1 2020 | $474,000 | -21.4% | 3,197 | 0.0% | 0.06% | -6.2% |
Q4 2019 | $603,000 | +8.5% | 3,197 | 0.0% | 0.06% | 0.0% |
Q3 2019 | $556,000 | +0.9% | 3,197 | 0.0% | 0.06% | 0.0% |
Q2 2019 | $551,000 | +3.4% | 3,197 | 0.0% | 0.06% | 0.0% |
Q1 2019 | $533,000 | +13.4% | 3,197 | 0.0% | 0.06% | +8.5% |
Q4 2018 | $470,000 | -19.1% | 3,197 | -5.2% | 0.06% | -9.2% |
Q3 2018 | $581,000 | +6.2% | 3,373 | 0.0% | 0.06% | -17.7% |
Q2 2018 | $547,000 | +4.8% | 3,373 | +1.0% | 0.08% | 0.0% |
Q1 2018 | $522,000 | +1.6% | 3,339 | +2.8% | 0.08% | +3.9% |
Q4 2017 | $514,000 | +6.0% | 3,247 | +0.0% | 0.08% | 0.0% |
Q3 2017 | $485,000 | +6.8% | 3,246 | +3.0% | 0.08% | +2.7% |
Q2 2017 | $454,000 | -0.4% | 3,151 | -3.3% | 0.07% | -3.9% |
Q1 2017 | $456,000 | +42.9% | 3,259 | +36.0% | 0.08% | +42.6% |
Q4 2016 | $319,000 | +11.5% | 2,397 | +7.5% | 0.05% | +3.8% |
Q3 2016 | $286,000 | +3.2% | 2,230 | 0.0% | 0.05% | +6.1% |
Q2 2016 | $277,000 | +3.0% | 2,230 | 0.0% | 0.05% | +2.1% |
Q1 2016 | $269,000 | +0.4% | 2,230 | +0.0% | 0.05% | +6.7% |
Q4 2015 | $268,000 | +5.5% | 2,229 | 0.0% | 0.04% | 0.0% |
Q3 2015 | $254,000 | -8.0% | 2,229 | 0.0% | 0.04% | 0.0% |
Q2 2015 | $276,000 | 0.0% | 2,229 | 0.0% | 0.04% | +15.4% |
Q1 2015 | $276,000 | +1.1% | 2,229 | 0.0% | 0.04% | 0.0% |
Q4 2014 | $273,000 | +5.0% | 2,229 | 0.0% | 0.04% | 0.0% |
Q3 2014 | $260,000 | -0.8% | 2,229 | 0.0% | 0.04% | +30.0% |
Q2 2014 | $262,000 | +4.8% | 2,229 | 0.0% | 0.03% | -3.2% |
Q1 2014 | $250,000 | +1.6% | 2,229 | +0.4% | 0.03% | -8.8% |
Q4 2013 | $246,000 | +9.3% | 2,221 | 0.0% | 0.03% | -8.1% |
Q3 2013 | $225,000 | +5.1% | 2,221 | 0.0% | 0.04% | -2.6% |
Q2 2013 | $214,000 | – | 2,221 | – | 0.04% | – |
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% |