ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 468 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,955,914 | +24.0% | 7,981 | +28.8% | 0.04% | +25.0% |
| Q2 2023 | $1,577,361 | -22.9% | 6,198 | -33.1% | 0.03% | -33.3% |
| Q4 2022 | $2,045,262 | +5.4% | 9,268 | +3.9% | 0.04% | +2.4% |
| Q2 2022 | $1,940,000 | +84.4% | 8,923 | +122.6% | 0.04% | +127.8% |
| Q1 2022 | $1,052,000 | +1.7% | 4,009 | +7.6% | 0.02% | 0.0% |
| Q4 2021 | $1,034,000 | +372.1% | 3,726 | +195.9% | 0.02% | +125.0% |
| Q3 2019 | $219,000 | -87.4% | 1,259 | -89.4% | 0.01% | -89.6% |
| Q4 2018 | $1,739,000 | +347.0% | 11,838 | +376.4% | 0.08% | +305.3% |
| Q1 2018 | $389,000 | -76.7% | 2,485 | -82.5% | 0.02% | -88.6% |
| Q2 2014 | $1,668,000 | +14.0% | 14,164 | +8.7% | 0.17% | +11.4% |
| Q1 2014 | $1,463,000 | +37.2% | 13,026 | +35.3% | 0.15% | +40.6% |
| Q4 2013 | $1,066,000 | +42.1% | 9,631 | +29.8% | 0.11% | +35.9% |
| Q3 2013 | $750,000 | – | 7,419 | – | 0.08% | – |
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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% |