ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $500,658 | -59.6% | 2,043 | -61.2% | 0.01% | -64.3% |
Q1 2023 | $1,238,257 | -51.0% | 5,260 | -54.1% | 0.01% | -39.1% |
Q4 2022 | $2,527,007 | -38.4% | 11,451 | -42.2% | 0.02% | -57.4% |
Q3 2022 | $4,101,000 | +54.7% | 19,807 | +62.4% | 0.05% | +54.3% |
Q2 2022 | $2,651,000 | +931.5% | 12,196 | +1143.2% | 0.04% | +1066.7% |
Q1 2022 | $257,000 | -64.7% | 981 | -62.7% | 0.00% | -66.7% |
Q4 2021 | $729,000 | -46.4% | 2,628 | -56.8% | 0.01% | -59.1% |
Q4 2020 | $1,361,000 | +29.7% | 6,088 | -13.9% | 0.02% | -18.5% |
Q1 2020 | $1,049,000 | +123.2% | 7,069 | +120.9% | 0.03% | +107.7% |
Q4 2018 | $470,000 | -96.6% | 3,200 | -97.2% | 0.01% | -99.0% |
Q4 2014 | $13,743,000 | – | 112,378 | – | 1.26% | – |
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% |