ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 194 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $9,295,000 | -0.8% | 59,455 | +0.3% | 2.40% | -5.4% |
| Q4 2017 | $9,373,000 | +6.9% | 59,262 | +0.9% | 2.54% | -1.9% |
| Q3 2017 | $8,764,000 | +4.3% | 58,710 | +0.6% | 2.59% | +2.6% |
| Q2 2017 | $8,401,000 | +2.9% | 58,334 | -0.0% | 2.52% | -0.4% |
| Q1 2017 | $8,164,000 | +5.5% | 58,354 | +0.3% | 2.53% | -1.8% |
| Q4 2016 | $7,736,000 | +3.0% | 58,176 | -0.7% | 2.58% | +2.2% |
| Q3 2016 | $7,509,000 | +3.5% | 58,576 | +0.1% | 2.52% | -7.2% |
| Q2 2016 | $7,254,000 | +2.6% | 58,493 | -0.0% | 2.72% | -5.7% |
| Q1 2016 | $7,070,000 | +1.1% | 58,497 | +0.6% | 2.88% | +1.1% |
| Q4 2015 | $6,995,000 | +6.2% | 58,139 | +0.6% | 2.85% | -2.5% |
| Q3 2015 | $6,584,000 | -6.6% | 57,810 | +1.6% | 2.92% | -2.0% |
| Q2 2015 | $7,051,000 | +1.3% | 56,876 | +1.2% | 2.98% | +0.2% |
| Q1 2015 | $6,963,000 | -34.1% | 56,221 | -34.9% | 2.98% | -32.4% |
| Q4 2014 | $10,564,000 | +4.0% | 86,381 | -0.7% | 4.41% | +2.7% |
| Q3 2014 | $10,156,000 | +2.5% | 86,956 | +3.3% | 4.29% | +2.5% |
| Q2 2014 | $9,913,000 | +6.8% | 84,194 | +1.8% | 4.19% | -0.5% |
| Q1 2014 | $9,286,000 | +5.0% | 82,681 | +3.4% | 4.21% | +5.8% |
| Q4 2013 | $8,848,000 | +12.1% | 79,960 | +2.4% | 3.98% | -1.0% |
| Q3 2013 | $7,896,000 | +7.5% | 78,065 | +2.5% | 4.02% | +0.8% |
| Q2 2013 | $7,344,000 | – | 76,184 | – | 3.99% | – |
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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% |