ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $11,012,519 | +1.7% | 35,677 | -1.2% | 0.01% | 0.0% |
Q1 2024 | $10,833,731 | +12.1% | 36,103 | +2.2% | 0.01% | -33.3% |
Q4 2023 | $9,666,624 | +21.3% | 35,313 | +8.6% | 0.02% | +63.6% |
Q3 2023 | $7,970,869 | -2.2% | 32,526 | +1.6% | 0.01% | 0.0% |
Q2 2023 | $8,146,724 | +11.0% | 32,013 | +2.7% | 0.01% | 0.0% |
Q1 2023 | $7,341,076 | +6.9% | 31,184 | +0.2% | 0.01% | +10.0% |
Q4 2022 | $6,866,925 | +3.5% | 31,117 | -2.9% | 0.01% | -9.1% |
Q3 2022 | $6,636,000 | -10.6% | 32,053 | -6.1% | 0.01% | -8.3% |
Q2 2022 | $7,424,000 | -18.3% | 34,151 | -1.3% | 0.01% | -14.3% |
Q1 2022 | $9,083,000 | -6.2% | 34,618 | -0.8% | 0.01% | -12.5% |
Q4 2021 | $9,681,000 | +6.7% | 34,887 | -2.0% | 0.02% | 0.0% |
Q3 2021 | $9,072,000 | -25.7% | 35,596 | -25.3% | 0.02% | -27.3% |
Q2 2021 | $12,202,000 | +124.2% | 47,680 | +107.9% | 0.02% | +100.0% |
Q1 2021 | $5,442,000 | +6.5% | 22,938 | +0.3% | 0.01% | 0.0% |
Q4 2020 | $5,110,000 | +27.1% | 22,860 | +11.3% | 0.01% | +10.0% |
Q3 2020 | $4,021,000 | +45.8% | 20,547 | +34.2% | 0.01% | +25.0% |
Q2 2020 | $2,757,000 | +124.0% | 15,314 | +84.5% | 0.01% | +100.0% |
Q1 2020 | $1,231,000 | -25.1% | 8,300 | -4.8% | 0.00% | -20.0% |
Q4 2019 | $1,643,000 | +8.1% | 8,718 | -0.4% | 0.01% | 0.0% |
Q3 2019 | $1,520,000 | +0.6% | 8,750 | -0.2% | 0.01% | 0.0% |
Q2 2019 | $1,511,000 | +7.2% | 8,767 | +3.7% | 0.01% | 0.0% |
Q1 2019 | $1,410,000 | +12.9% | 8,457 | -0.5% | 0.01% | 0.0% |
Q4 2018 | $1,249,000 | -15.2% | 8,500 | -0.6% | 0.01% | 0.0% |
Q3 2018 | $1,473,000 | +35.0% | 8,550 | +27.2% | 0.01% | +25.0% |
Q2 2018 | $1,091,000 | +103.9% | 6,721 | +96.3% | 0.00% | +100.0% |
Q1 2018 | $535,000 | -9.0% | 3,423 | -8.0% | 0.00% | -33.3% |
Q4 2017 | $588,000 | +7.5% | 3,720 | +1.5% | 0.00% | 0.0% |
Q3 2017 | $547,000 | +35.4% | 3,665 | +30.5% | 0.00% | +50.0% |
Q2 2017 | $404,000 | +17.1% | 2,808 | +13.8% | 0.00% | 0.0% |
Q1 2017 | $345,000 | +3.6% | 2,467 | -1.4% | 0.00% | 0.0% |
Q4 2016 | $333,000 | 0.0% | 2,503 | -3.7% | 0.00% | 0.0% |
Q3 2016 | $333,000 | +31.1% | 2,598 | +26.7% | 0.00% | 0.0% |
Q2 2016 | $254,000 | -13.6% | 2,050 | -15.8% | 0.00% | 0.0% |
Q1 2016 | $294,000 | +60.7% | 2,436 | +59.8% | 0.00% | 0.0% |
Q4 2015 | $183,000 | +0.5% | 1,524 | -4.7% | 0.00% | 0.0% |
Q3 2015 | $182,000 | +2.8% | 1,599 | +11.7% | 0.00% | 0.0% |
Q1 2015 | $177,000 | +59.5% | 1,431 | +57.3% | 0.00% | +100.0% |
Q4 2014 | $111,000 | +9.9% | 910 | +5.7% | 0.00% | 0.0% |
Q3 2014 | $101,000 | -61.2% | 861 | -61.0% | 0.00% | -66.7% |
Q2 2014 | $260,000 | +32.7% | 2,210 | +26.6% | 0.00% | 0.0% |
Q1 2014 | $196,000 | +122.7% | 1,746 | +119.1% | 0.00% | +50.0% |
Q4 2013 | $88,000 | +8.6% | 797 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $81,000 | +3.8% | 797 | -1.1% | 0.00% | 0.0% |
Q2 2013 | $78,000 | – | 806 | – | 0.00% | – |
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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% |