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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $21,026,243 | +8.3% | 76,811 | -3.0% | 2.12% | +1.7% |
| Q3 2023 | $19,406,546 | -4.0% | 79,191 | -0.3% | 2.08% | +20.5% |
| Q2 2023 | $20,207,239 | +4.0% | 79,406 | -3.8% | 1.73% | +2.9% |
| Q1 2023 | $19,423,208 | +106538.9% | 82,508 | -0.0% | 1.68% | -35.2% |
| Q4 2022 | $18,214 | -99.9% | 82,538 | -0.1% | 2.60% | -6.4% |
| Q3 2022 | $17,099,000 | -6.5% | 82,588 | -1.8% | 2.78% | +0.3% |
| Q2 2022 | $18,280,000 | -15.7% | 84,088 | +1.7% | 2.77% | -4.7% |
| Q1 2022 | $21,696,000 | -6.4% | 82,694 | -1.0% | 2.91% | -1.7% |
| Q4 2021 | $23,188,000 | +8.2% | 83,559 | -0.6% | 2.96% | +2.4% |
| Q3 2021 | $21,421,000 | -4.1% | 84,054 | -3.7% | 2.89% | -2.9% |
| Q2 2021 | $22,337,000 | +7.8% | 87,283 | -0.1% | 2.97% | +2.3% |
| Q1 2021 | $20,725,000 | -4.8% | 87,363 | -10.3% | 2.91% | -11.9% |
| Q4 2020 | $21,778,000 | +12.0% | 97,419 | -2.0% | 3.30% | -14.8% |
| Q3 2020 | $19,446,000 | +7.2% | 99,359 | -1.3% | 3.88% | -1.8% |
| Q2 2020 | $18,132,000 | +19.0% | 100,699 | -2.0% | 3.95% | -0.3% |
| Q1 2020 | $15,239,000 | -21.4% | 102,734 | -0.1% | 3.96% | -4.2% |
| Q4 2019 | $19,376,000 | +8.5% | 102,794 | 0.0% | 4.13% | -3.3% |
| Q3 2019 | $17,863,000 | +0.7% | 102,794 | -0.1% | 4.27% | +92.6% |
| Q2 2019 | $17,737,000 | +1.7% | 102,904 | -1.7% | 2.22% | -49.9% |
| Q1 2019 | $17,444,000 | +12.8% | 104,644 | -0.6% | 4.42% | +0.8% |
| Q4 2018 | $15,465,000 | -16.4% | 105,264 | -2.0% | 4.39% | -3.6% |
| Q3 2018 | $18,502,000 | -13.9% | 107,381 | -18.9% | 4.55% | -13.7% |
| Q2 2018 | $21,483,000 | +2.4% | 132,375 | -1.4% | 5.28% | +0.8% |
| Q1 2018 | $20,984,000 | -2.8% | 134,219 | -1.6% | 5.23% | -2.3% |
| Q4 2017 | $21,579,000 | +0.2% | 136,426 | -5.4% | 5.35% | -3.0% |
| Q3 2017 | $21,532,000 | -6.0% | 144,236 | -9.3% | 5.52% | -7.0% |
| Q2 2017 | $22,906,000 | -0.2% | 159,049 | -3.0% | 5.93% | -3.5% |
| Q1 2017 | $22,949,000 | +3.1% | 164,042 | -2.0% | 6.15% | -0.2% |
| Q4 2016 | $22,262,000 | +1.2% | 167,412 | -2.4% | 6.16% | -11.4% |
| Q3 2016 | $21,996,000 | -14.0% | 171,589 | -16.8% | 6.96% | -34.8% |
| Q2 2016 | $25,573,000 | +0.6% | 206,202 | -2.0% | 10.68% | -0.1% |
| Q1 2016 | $25,429,000 | +2.0% | 210,403 | +1.6% | 10.69% | -5.7% |
| Q4 2015 | $24,927,000 | +3.3% | 207,189 | -2.2% | 11.34% | +0.3% |
| Q3 2015 | $24,129,000 | -8.3% | 211,859 | -0.2% | 11.30% | -0.3% |
| Q2 2015 | $26,324,000 | -0.4% | 212,328 | -0.5% | 11.34% | -0.0% |
| Q1 2015 | $26,439,000 | -3.1% | 213,480 | -4.3% | 11.34% | -6.0% |
| Q4 2014 | $27,281,000 | -28.9% | 223,081 | -32.1% | 12.06% | -36.0% |
| Q3 2014 | $38,348,000 | -18.4% | 328,347 | -17.7% | 18.85% | -13.7% |
| Q2 2014 | $46,969,000 | +3.4% | 398,924 | -1.4% | 21.83% | +0.5% |
| Q1 2014 | $45,441,000 | -6.4% | 404,601 | -7.8% | 21.72% | -7.9% |
| Q4 2013 | $48,567,000 | +7.7% | 438,924 | -1.6% | 23.59% | -24.9% |
| Q3 2013 | $45,106,000 | +3.4% | 445,973 | -1.4% | 31.43% | -4.8% |
| Q2 2013 | $43,613,000 | – | 452,413 | – | 33.00% | – |
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% |