ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206 | -8.4% | 842 | -5.0% | 0.01% | -11.1% |
| Q2 2023 | $225 | +7.7% | 886 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $209 | -3.7% | 886 | -9.8% | 0.01% | -10.0% |
| Q4 2022 | $217 | -99.9% | 982 | -7.4% | 0.01% | -9.1% |
| Q3 2022 | $219,000 | -9.5% | 1,060 | -4.6% | 0.01% | -8.3% |
| Q2 2022 | $242,000 | -16.8% | 1,111 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $291,000 | -50.0% | 1,111 | -47.1% | 0.01% | -50.0% |
| Q4 2021 | $582,000 | +18.5% | 2,099 | +8.9% | 0.03% | +4.0% |
| Q3 2021 | $491,000 | -1.4% | 1,927 | -1.0% | 0.02% | 0.0% |
| Q2 2021 | $498,000 | +1283.3% | 1,947 | +805.6% | 0.02% | +733.3% |
| Q1 2019 | $36,000 | -18.2% | 215 | -28.1% | 0.00% | -40.0% |
| Q4 2018 | $44,000 | -27.9% | 299 | -16.0% | 0.01% | -16.7% |
| Q3 2018 | $61,000 | -66.3% | 356 | -68.1% | 0.01% | -66.7% |
| Q2 2018 | $181,000 | +50.8% | 1,117 | +46.0% | 0.02% | +50.0% |
| Q1 2018 | $120,000 | +3900.0% | 765 | +2733.3% | 0.01% | +1100.0% |
| Q2 2014 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $3,000 | -50.0% | 27 | -50.9% | 0.00% | -50.0% |
| Q4 2013 | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | 0.0% | 55 | -15.4% | 0.00% | 0.0% |
| Q2 2013 | $6,000 | – | 65 | – | 0.00% | – |
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% |