ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 243 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.80 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $22,658,000 | -12.3% | 154,223 | +2.9% | 18.09% | -13.9% |
| Q3 2018 | $25,831,000 | +2.8% | 149,921 | -3.2% | 21.02% | +0.9% |
| Q2 2018 | $25,132,000 | +1.7% | 154,857 | -2.0% | 20.84% | +0.4% |
| Q1 2018 | $24,709,000 | -4.6% | 158,046 | -3.4% | 20.75% | -2.8% |
| Q4 2017 | $25,889,000 | +3.4% | 163,678 | -2.4% | 21.35% | -0.1% |
| Q3 2017 | $25,045,000 | +0.5% | 167,775 | -3.0% | 21.37% | -0.4% |
| Q2 2017 | $24,915,000 | +0.8% | 172,997 | -2.1% | 21.46% | -2.0% |
| Q1 2017 | $24,712,000 | +2.6% | 176,641 | -2.4% | 21.91% | +4.7% |
| Q4 2016 | $24,077,000 | -5.9% | 181,058 | -9.3% | 20.92% | -3.9% |
| Q3 2016 | $25,591,000 | +0.1% | 199,631 | -3.2% | 21.76% | +1.1% |
| Q2 2016 | $25,567,000 | -1.8% | 206,154 | -4.3% | 21.52% | -0.8% |
| Q1 2016 | $26,034,000 | +5982.7% | 215,412 | +5954.3% | 21.69% | +8146.4% |
| Q4 2015 | $428,000 | -80.2% | 3,558 | -81.3% | 0.26% | -81.4% |
| Q3 2015 | $2,164,000 | -8.1% | 18,998 | 0.0% | 1.41% | -1.9% |
| Q2 2015 | $2,355,000 | +0.1% | 18,998 | 0.0% | 1.44% | 0.0% |
| Q1 2015 | $2,353,000 | -9.2% | 18,998 | -10.4% | 1.44% | -10.5% |
| Q4 2014 | $2,592,000 | +43.8% | 21,196 | +37.3% | 1.61% | +25.7% |
| Q3 2014 | $1,803,000 | -0.8% | 15,440 | 0.0% | 1.28% | +2.6% |
| Q2 2014 | $1,818,000 | +4.8% | 15,440 | 0.0% | 1.25% | +2.2% |
| Q1 2014 | $1,734,000 | +1.5% | 15,440 | 0.0% | 1.22% | +7.0% |
| Q4 2013 | $1,708,000 | +9.3% | 15,440 | 0.0% | 1.14% | +3.9% |
| Q3 2013 | $1,562,000 | -21.2% | 15,440 | -24.9% | 1.10% | -25.5% |
| Q2 2013 | $1,981,000 | +3.1% | 20,553 | 0.0% | 1.47% | +4.3% |
| Q1 2013 | $1,921,000 | – | 20,553 | – | 1.41% | – |
Download | ||||||
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% |