ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 427 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $33,095,000 | +3.9% | 159,847 | +9.1% | 7.13% | +10.4% |
| Q2 2022 | $31,857,000 | -23.1% | 146,545 | -7.2% | 6.46% | -10.4% |
| Q1 2022 | $41,439,000 | -5.2% | 157,942 | +0.3% | 7.21% | -3.3% |
| Q4 2021 | $43,713,000 | +8.3% | 157,524 | -0.5% | 7.46% | +1.3% |
| Q3 2021 | $40,352,000 | -1.0% | 158,335 | -0.6% | 7.36% | -1.5% |
| Q2 2021 | $40,749,000 | +9.1% | 159,230 | +1.2% | 7.47% | -0.4% |
| Q1 2021 | $37,344,000 | +5.0% | 157,417 | -1.1% | 7.50% | -2.3% |
| Q4 2020 | $35,579,000 | +10.2% | 159,155 | -3.5% | 7.68% | -3.6% |
| Q3 2020 | $32,277,000 | +6.2% | 164,925 | -2.3% | 7.96% | -2.3% |
| Q2 2020 | $30,397,000 | +20.7% | 168,817 | -0.5% | 8.15% | +3.5% |
| Q1 2020 | $25,178,000 | -12.0% | 169,745 | +11.9% | 7.88% | +1.1% |
| Q4 2019 | $28,601,000 | +7.7% | 151,735 | -0.8% | 7.79% | -0.4% |
| Q3 2019 | $26,568,000 | +0.4% | 152,891 | -0.4% | 7.83% | -4.0% |
| Q2 2019 | $26,459,000 | +3.0% | 153,512 | -0.3% | 8.15% | -4.7% |
| Q1 2019 | $25,680,000 | +13.6% | 154,051 | +0.1% | 8.56% | +1.3% |
| Q4 2018 | $22,605,000 | -21.2% | 153,861 | -7.2% | 8.45% | -9.6% |
| Q3 2018 | $28,690,000 | +4.0% | 165,777 | -2.5% | 9.34% | -1.2% |
| Q2 2018 | $27,594,000 | +2.9% | 170,027 | -0.9% | 9.45% | +1.7% |
| Q1 2018 | $26,826,000 | -1.4% | 171,587 | -0.2% | 9.29% | -2.1% |
| Q4 2017 | $27,194,000 | +3.7% | 171,926 | -2.1% | 9.49% | +2.8% |
| Q3 2017 | $26,214,000 | +3.3% | 175,603 | -0.3% | 9.23% | -3.3% |
| Q2 2017 | $25,373,000 | -8.0% | 176,175 | -10.6% | 9.54% | -12.9% |
| Q1 2017 | $27,573,000 | +6.2% | 197,089 | +1.0% | 10.96% | -0.1% |
| Q4 2016 | $25,953,000 | +4.9% | 195,167 | +1.2% | 10.96% | +6.3% |
| Q3 2016 | $24,729,000 | +3.2% | 192,910 | -0.1% | 10.32% | -6.2% |
| Q2 2016 | $23,959,000 | +2.6% | 193,188 | -0.0% | 11.00% | -0.9% |
| Q1 2016 | $23,355,000 | +29.3% | 193,244 | +28.7% | 11.10% | +21.8% |
| Q4 2015 | $18,067,000 | +18.8% | 150,169 | +12.5% | 9.11% | +19.5% |
| Q3 2015 | $15,202,000 | -12.9% | 133,480 | -5.2% | 7.63% | -6.9% |
| Q2 2015 | $17,455,000 | -4.9% | 140,790 | -5.0% | 8.20% | -9.4% |
| Q1 2015 | $18,358,000 | +0.1% | 148,230 | -1.1% | 9.04% | -6.8% |
| Q4 2014 | $18,335,000 | +1.3% | 149,931 | -3.3% | 9.70% | -6.8% |
| Q3 2014 | $18,100,000 | -1.5% | 154,979 | -0.7% | 10.41% | +4.5% |
| Q2 2014 | $18,368,000 | -1.2% | 156,009 | -5.7% | 9.96% | -6.7% |
| Q1 2014 | $18,587,000 | -8.8% | 165,500 | -10.2% | 10.67% | +27.5% |
| Q4 2013 | $20,391,000 | +40.4% | 184,281 | +28.4% | 8.37% | -19.4% |
| Q3 2013 | $14,520,000 | +5.5% | 143,559 | +0.6% | 10.38% | -16.7% |
| Q2 2013 | $13,761,000 | – | 142,750 | – | 12.46% | – |
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% |