ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 295 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,797,000 | +31.6% | 9,535 | +21.4% | 0.12% | +15.8% |
| Q3 2019 | $1,365,000 | +73.9% | 7,857 | +72.4% | 0.10% | +62.9% |
| Q2 2019 | $785,000 | +3.8% | 4,557 | +0.5% | 0.06% | -1.6% |
| Q1 2019 | $756,000 | +13.9% | 4,536 | +0.4% | 0.06% | +1.6% |
| Q4 2018 | $664,000 | -14.0% | 4,520 | +0.9% | 0.06% | -17.3% |
| Q3 2018 | $772,000 | +18.6% | 4,478 | +11.7% | 0.08% | +11.9% |
| Q2 2018 | $651,000 | +157.3% | 4,009 | +136.7% | 0.07% | +131.0% |
| Q3 2017 | $253,000 | +25200.0% | 1,694 | +16840.0% | 0.03% | – |
| Q3 2015 | $1,000 | – | 10 | – | 0.00% | – |
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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% |