ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.52 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,967,000 | +39.1% | 17,074 | +37.9% | 0.03% | +42.1% |
| Q2 2019 | $2,133,000 | +60.4% | 12,377 | +55.1% | 0.02% | +46.2% |
| Q1 2019 | $1,330,000 | -89.3% | 7,980 | -90.6% | 0.01% | -90.6% |
| Q4 2018 | $12,453,000 | +557.8% | 84,765 | +671.0% | 0.14% | +626.3% |
| Q3 2018 | $1,893,000 | -33.6% | 10,994 | -37.4% | 0.02% | -36.7% |
| Q2 2018 | $2,851,000 | +102.6% | 17,570 | +95.2% | 0.03% | +87.5% |
| Q1 2018 | $1,407,000 | -82.6% | 9,000 | -82.4% | 0.02% | -84.8% |
| Q4 2017 | $8,079,000 | +1904.7% | 51,083 | +1788.5% | 0.10% | +2000.0% |
| Q3 2017 | $403,000 | +72.2% | 2,705 | +66.1% | 0.01% | +66.7% |
| Q2 2017 | $234,000 | -28.9% | 1,629 | -30.8% | 0.00% | -25.0% |
| Q1 2017 | $329,000 | -18.4% | 2,353 | -25.3% | 0.00% | -33.3% |
| Q4 2016 | $403,000 | 0.0% | 3,149 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $403,000 | -45.6% | 3,149 | -47.4% | 0.01% | -45.5% |
| Q2 2016 | $741,000 | +227.9% | 5,982 | +218.9% | 0.01% | +175.0% |
| Q1 2016 | $226,000 | -98.6% | 1,876 | -98.6% | 0.00% | -98.8% |
| Q4 2015 | $16,435,000 | +1659.6% | 136,611 | +1565.8% | 0.34% | +1538.1% |
| Q3 2015 | $934,000 | +276.6% | 8,201 | +309.8% | 0.02% | +320.0% |
| Q2 2015 | $248,000 | -89.4% | 2,001 | +6.4% | 0.01% | 0.0% |
| Q1 2015 | $2,329,000 | -97.4% | 1,881 | -97.5% | 0.01% | -97.5% |
| Q4 2014 | $90,495,000 | +169.0% | 74,000 | +143.4% | 0.20% | +119.4% |
| Q4 2013 | $33,645,000 | – | 30,407 | – | 0.09% | – |
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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% |