ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 288 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.06 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $192,611 | +2.9% | 624 | 0.0% | 0.01% | -11.1% |
| Q1 2024 | $187,251 | +9.6% | 624 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $170,814 | +11.7% | 624 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $152,918 | -3.7% | 624 | 0.0% | 0.01% | +12.5% |
| Q2 2023 | $158,796 | +8.1% | 624 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $146,897 | -84.0% | 624 | -85.0% | 0.01% | -85.5% |
| Q4 2022 | $917,808 | +691.2% | 4,159 | +645.3% | 0.06% | +685.7% |
| Q3 2022 | $116,000 | -4.1% | 558 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $121,000 | -17.1% | 558 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $146,000 | -5.8% | 558 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $155,000 | +9.2% | 558 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $142,000 | -24.1% | 558 | -63.1% | 0.01% | -63.6% |
| Q1 2015 | $187,000 | +18600.0% | 1,513 | +25116.7% | 0.02% | – |
| Q4 2013 | $1,000 | – | 6 | – | 0.00% | – |
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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% |