ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 327 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $4,929,000 | +22.4% | 27,372 | +0.8% | 0.16% | -1.9% |
| Q1 2020 | $4,028,000 | -22.7% | 27,155 | -1.8% | 0.16% | -0.6% |
| Q4 2019 | $5,213,000 | +2.5% | 27,658 | -5.5% | 0.16% | -7.5% |
| Q3 2019 | $5,088,000 | +0.3% | 29,280 | -0.6% | 0.17% | -5.9% |
| Q2 2019 | $5,075,000 | +3.6% | 29,444 | +0.1% | 0.18% | -0.5% |
| Q1 2019 | $4,901,000 | -35.7% | 29,400 | -43.4% | 0.19% | -44.8% |
| Q4 2018 | $7,625,000 | +51.3% | 51,901 | +77.4% | 0.34% | +85.2% |
| Q3 2018 | $5,040,000 | -13.2% | 29,249 | -18.3% | 0.18% | -18.0% |
| Q2 2018 | $5,807,000 | +5.4% | 35,779 | +1.6% | 0.22% | +2.8% |
| Q1 2018 | $5,507,000 | -1.7% | 35,227 | -0.6% | 0.22% | -0.9% |
| Q4 2017 | $5,603,000 | +5.7% | 35,426 | -0.2% | 0.22% | -0.9% |
| Q3 2017 | $5,300,000 | +4.0% | 35,504 | +0.3% | 0.22% | -6.8% |
| Q2 2017 | $5,098,000 | +2.9% | 35,395 | -0.1% | 0.24% | +2.2% |
| Q1 2017 | $4,955,000 | -0.7% | 35,419 | -5.6% | 0.23% | -17.2% |
| Q4 2016 | $4,992,000 | +3.6% | 37,538 | -0.1% | 0.28% | -39.9% |
| Q3 2016 | $4,818,000 | +3.8% | 37,584 | +0.4% | 0.46% | +12.3% |
| Q2 2016 | $4,640,000 | -3.0% | 37,417 | -5.5% | 0.41% | +3.8% |
| Q1 2016 | $4,784,000 | -11.0% | 39,586 | -11.3% | 0.40% | -10.6% |
| Q4 2015 | $5,373,000 | +17.5% | 44,651 | +11.7% | 0.44% | +6.5% |
| Q3 2015 | $4,573,000 | +37.5% | 39,982 | +48.9% | 0.42% | +41.7% |
| Q1 2015 | $3,325,000 | +1.1% | 26,845 | -0.2% | 0.30% | +11.7% |
| Q4 2014 | $3,289,000 | +7.0% | 26,897 | +2.2% | 0.26% | +11.4% |
| Q3 2014 | $3,073,000 | +40.5% | 26,308 | +41.6% | 0.24% | +57.0% |
| Q2 2014 | $2,187,000 | +4.8% | 18,582 | 0.0% | 0.15% | -10.1% |
| Q1 2014 | $2,086,000 | -21.3% | 18,582 | -29.1% | 0.17% | -36.8% |
| Q3 2013 | $2,650,000 | -1.6% | 26,202 | -6.2% | 0.27% | -7.0% |
| Q2 2013 | $2,693,000 | – | 27,936 | – | 0.29% | – |
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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% |