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 | $177,423 | -3.7% | 724 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $184,244 | +8.1% | 724 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $170,437 | -95.2% | 724 | -95.5% | 0.00% | -94.8% |
| Q4 2022 | $3,581,416 | +2287.6% | 16,229 | +2141.6% | 0.06% | +1833.3% |
| Q3 2022 | $150,000 | -4.5% | 724 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $157,000 | -49.7% | 724 | -39.2% | 0.00% | -40.0% |
| Q1 2022 | $312,000 | -92.9% | 1,191 | -92.5% | 0.01% | -93.6% |
| Q4 2021 | $4,413,000 | -71.2% | 15,903 | -80.5% | 0.08% | -77.1% |
| Q4 2019 | $15,336,000 | +6.5% | 81,365 | -17.0% | 0.34% | -6.3% |
| Q4 2018 | $14,398,000 | +2160.3% | 97,996 | +2334.7% | 0.36% | +2326.7% |
| Q4 2017 | $637,000 | +658.3% | 4,025 | +537.9% | 0.02% | +650.0% |
| Q4 2016 | $84,000 | -96.9% | 631 | -97.2% | 0.00% | -97.1% |
| Q4 2015 | $2,735,000 | – | 22,737 | – | 0.07% | – |
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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% |