ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 427 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $997 | +2.8% | 3,231 | 0.0% | 0.35% | +1.5% |
| Q1 2024 | $970 | +17.7% | 3,231 | +7.3% | 0.34% | +8.2% |
| Q4 2023 | $824 | +11.7% | 3,011 | 0.0% | 0.32% | +0.6% |
| Q3 2023 | $738 | -3.7% | 3,011 | 0.0% | 0.31% | +3.3% |
| Q2 2023 | $766 | +8.0% | 3,011 | 0.0% | 0.30% | +0.7% |
| Q1 2023 | $709 | +6.8% | 3,011 | 0.0% | 0.30% | +1.0% |
| Q4 2022 | $664 | -99.9% | 3,011 | 0.0% | 0.30% | -2.6% |
| Q3 2022 | $623,000 | -4.9% | 3,011 | 0.0% | 0.31% | +0.3% |
| Q2 2022 | $655,000 | -17.1% | 3,011 | 0.0% | 0.31% | +0.7% |
| Q1 2022 | $790,000 | -5.5% | 3,011 | 0.0% | 0.30% | +2.7% |
| Q4 2021 | $836,000 | +13.4% | 3,011 | +4.2% | 0.30% | +3.9% |
| Q3 2021 | $737,000 | +6.3% | 2,891 | +6.8% | 0.28% | +9.2% |
| Q2 2021 | $693,000 | +16.1% | 2,707 | +7.6% | 0.26% | +14.0% |
| Q1 2021 | $597,000 | +12.2% | 2,515 | +5.7% | 0.23% | +6.5% |
| Q4 2020 | $532,000 | +14.2% | 2,379 | 0.0% | 0.22% | +3.4% |
| Q3 2020 | $466,000 | +4.0% | 2,379 | 0.0% | 0.21% | +0.5% |
| Q4 2019 | $448,000 | +8.5% | 2,379 | 0.0% | 0.21% | -1.9% |
| Q3 2019 | $413,000 | +0.7% | 2,379 | 0.0% | 0.21% | -0.9% |
| Q2 2019 | $410,000 | +3.3% | 2,379 | 0.0% | 0.21% | +1.9% |
| Q1 2019 | $397,000 | +2.8% | 2,379 | 0.0% | 0.21% | -1.9% |
| Q4 2018 | $386,000 | -5.9% | 2,379 | 0.0% | 0.21% | -1.4% |
| Q3 2018 | $410,000 | +6.2% | 2,379 | 0.0% | 0.22% | -2.7% |
| Q2 2018 | $386,000 | +3.8% | 2,379 | 0.0% | 0.22% | -2.2% |
| Q1 2018 | $372,000 | -1.1% | 2,379 | 0.0% | 0.23% | +6.1% |
| Q4 2017 | $376,000 | – | 2,379 | – | 0.21% | – |
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% |