ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 240 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.29 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $881,634 | -4.2% | 3,598 | -0.5% | 0.06% | -4.4% |
| Q2 2023 | $919,850 | -8.0% | 3,615 | -14.9% | 0.07% | -13.9% |
| Q1 2023 | $999,434 | +8.2% | 4,246 | +1.4% | 0.08% | 0.0% |
| Q4 2022 | $923,717 | +5.3% | 4,186 | -1.1% | 0.08% | -3.7% |
| Q3 2022 | $877,000 | -1.3% | 4,234 | +3.5% | 0.08% | +6.5% |
| Q2 2022 | $889,000 | -15.1% | 4,090 | +2.5% | 0.08% | -2.5% |
| Q1 2022 | $1,047,000 | -6.4% | 3,991 | -1.1% | 0.08% | 0.0% |
| Q4 2021 | $1,119,000 | +3.6% | 4,034 | -4.8% | 0.08% | -7.1% |
| Q3 2021 | $1,080,000 | -0.3% | 4,236 | +0.1% | 0.08% | -3.4% |
| Q2 2021 | $1,083,000 | +8.4% | 4,230 | +0.5% | 0.09% | -2.2% |
| Q1 2021 | $999,000 | -47.8% | 4,209 | -50.8% | 0.09% | -53.6% |
| Q4 2020 | $1,913,000 | +4.9% | 8,558 | -8.1% | 0.19% | -11.8% |
| Q3 2020 | $1,823,000 | +39.1% | 9,314 | +27.9% | 0.22% | +25.7% |
| Q2 2020 | $1,311,000 | +17.3% | 7,280 | -3.4% | 0.18% | -5.9% |
| Q1 2020 | $1,118,000 | -19.7% | 7,535 | +2.0% | 0.19% | +1.1% |
| Q4 2019 | $1,392,000 | -2.5% | 7,386 | -10.2% | 0.18% | -9.4% |
| Q3 2019 | $1,428,000 | +4.4% | 8,221 | +3.6% | 0.20% | -1.5% |
| Q2 2019 | $1,368,000 | -0.1% | 7,938 | -3.4% | 0.21% | -6.8% |
| Q1 2019 | $1,370,000 | -65.3% | 8,220 | -69.4% | 0.22% | -69.6% |
| Q4 2018 | $3,951,000 | +203.0% | 26,891 | +255.4% | 0.73% | +252.9% |
| Q3 2018 | $1,304,000 | +16.0% | 7,567 | +9.3% | 0.21% | +7.3% |
| Q2 2018 | $1,124,000 | +15.6% | 6,925 | +11.4% | 0.19% | +10.3% |
| Q1 2018 | $972,000 | -2.5% | 6,218 | -1.4% | 0.17% | -2.8% |
| Q4 2017 | $997,000 | +4.0% | 6,304 | -1.8% | 0.18% | -2.7% |
| Q3 2017 | $959,000 | -2.0% | 6,421 | -5.5% | 0.18% | -6.6% |
| Q2 2017 | $979,000 | +14.1% | 6,795 | +10.8% | 0.20% | +11.9% |
| Q1 2017 | $858,000 | +11.1% | 6,132 | +5.6% | 0.18% | +9.3% |
| Q4 2016 | $772,000 | -9.1% | 5,806 | -12.3% | 0.16% | -14.4% |
| Q3 2016 | $849,000 | +0.8% | 6,622 | -2.5% | 0.19% | -4.1% |
| Q2 2016 | $842,000 | -2.0% | 6,793 | -4.5% | 0.20% | -8.8% |
| Q1 2016 | $859,000 | +0.7% | 7,110 | +0.3% | 0.22% | +0.9% |
| Q4 2015 | $853,000 | +5.7% | 7,087 | 0.0% | 0.21% | -2.3% |
| Q3 2015 | $807,000 | -10.2% | 7,087 | -2.2% | 0.22% | -4.8% |
| Q2 2015 | $899,000 | -1.1% | 7,249 | -1.3% | 0.23% | -1.3% |
| Q1 2015 | $909,000 | -0.8% | 7,343 | -1.9% | 0.23% | -2.5% |
| Q4 2014 | $916,000 | +9.6% | 7,488 | +4.6% | 0.24% | +7.2% |
| Q3 2014 | $836,000 | +1.3% | 7,160 | +2.2% | 0.22% | +0.9% |
| Q2 2014 | $825,000 | +2.0% | 7,008 | -2.7% | 0.22% | -56.5% |
| Q1 2014 | $809,000 | 0.0% | 7,199 | -1.6% | 0.51% | -4.2% |
| Q4 2013 | $809,000 | +31.1% | 7,314 | +19.8% | 0.53% | +6.2% |
| Q3 2013 | $617,000 | +14.7% | 6,105 | +9.3% | 0.50% | +14.8% |
| Q2 2013 | $538,000 | – | 5,584 | – | 0.43% | – |
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% |