ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 457 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2 | -98.4% | 1,300 | -72.0% | 0.00% | -100.0% |
| Q4 2022 | $122 | -93.9% | 4,649 | +16.2% | 0.01% | – |
| Q3 2022 | $2,000 | – | 4,000 | +400.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 800 | -46.7% | 0.00% | -100.0% |
| Q1 2022 | $13,000 | -66.7% | 1,500 | -42.3% | 0.00% | -50.0% |
| Q4 2021 | $39,000 | +1850.0% | 2,600 | +333.3% | 0.00% | – |
| Q3 2021 | $2,000 | -98.5% | 600 | -76.9% | 0.00% | -100.0% |
| Q2 2021 | $131,000 | +156.9% | 2,600 | -60.0% | 0.01% | +100.0% |
| Q1 2021 | $51,000 | -82.2% | 6,500 | +1.2% | 0.00% | -76.9% |
| Q4 2020 | $287,000 | +28.1% | 6,420 | -48.6% | 0.01% | -7.1% |
| Q3 2020 | $224,000 | +33.3% | 12,500 | -6.9% | 0.01% | +16.7% |
| Q2 2020 | $168,000 | +63.1% | 13,420 | -8.1% | 0.01% | +140.0% |
| Q1 2020 | $103,000 | +5050.0% | 14,600 | +595.2% | 0.01% | – |
| Q4 2019 | $2,000 | -98.9% | 2,100 | -22.8% | 0.00% | -100.0% |
| Q3 2019 | $176,000 | -0.6% | 2,720 | +123.0% | 0.02% | 0.0% |
| Q2 2019 | $177,000 | -16.1% | 1,220 | -73.6% | 0.02% | -27.3% |
| Q1 2019 | $211,000 | +653.6% | 4,620 | +84.8% | 0.02% | +633.3% |
| Q4 2018 | $28,000 | +1300.0% | 2,500 | +316.7% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | -87.5% | 600 | +200.0% | 0.00% | -100.0% |
| Q4 2017 | $16,000 | +23.1% | 200 | -93.8% | 0.00% | – |
| Q2 2017 | $13,000 | -69.0% | 3,200 | +68.8% | 0.00% | -100.0% |
| Q1 2017 | $42,000 | +425.0% | 1,896 | -15.1% | 0.00% | – |
| Q4 2016 | $8,000 | -52.9% | 2,233 | +1578.9% | 0.00% | -100.0% |
| Q3 2016 | $17,000 | +6.2% | 133 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $16,000 | 0.0% | 133 | -94.5% | 0.00% | 0.0% |
| Q1 2016 | $16,000 | -55.6% | 2,433 | -49.1% | 0.00% | -50.0% |
| Q4 2015 | $36,000 | – | 4,776 | – | 0.00% | – |
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% |