ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $255,000 | +17.5% | 1,477 | +6.4% | 0.05% | +12.5% |
| Q1 2018 | $217,000 | -0.9% | 1,388 | 0.0% | 0.05% | -2.0% |
| Q4 2017 | $219,000 | -94.5% | 1,388 | -95.8% | 0.05% | -95.3% |
| Q4 2015 | $3,984,000 | +93.1% | 33,118 | +82.8% | 1.03% | +93.1% |
| Q3 2015 | $2,063,000 | -5.1% | 18,118 | +3.3% | 0.54% | -9.0% |
| Q2 2015 | $2,174,000 | +450.4% | 17,536 | +449.2% | 0.59% | +500.0% |
| Q1 2015 | $395,000 | +4.2% | 3,193 | +3.0% | 0.10% | -3.9% |
| Q4 2014 | $379,000 | +48.0% | 3,099 | +41.1% | 0.10% | +32.5% |
| Q3 2014 | $256,000 | -31.7% | 2,196 | -31.1% | 0.08% | -42.5% |
| Q2 2014 | $375,000 | -84.3% | 3,187 | -85.0% | 0.13% | -86.8% |
| Q1 2014 | $2,392,000 | +109.6% | 21,294 | +106.5% | 1.01% | +55.1% |
| Q4 2013 | $1,141,000 | +16200.0% | 10,313 | +15066.2% | 0.65% | +16225.0% |
| Q3 2013 | $7,000 | – | 68 | – | 0.00% | – |
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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% |