ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 243 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.80 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $207,780 | -62.5% | 883 | -67.0% | 0.08% | -66.4% |
| Q3 2022 | $554,000 | -4.5% | 2,677 | +0.3% | 0.22% | +1.8% |
| Q2 2022 | $580,000 | -22.6% | 2,668 | -6.5% | 0.22% | -9.5% |
| Q1 2022 | $749,000 | -31.6% | 2,853 | -27.7% | 0.24% | -19.9% |
| Q4 2021 | $1,095,000 | +5.3% | 3,948 | -3.3% | 0.30% | -1.9% |
| Q3 2021 | $1,040,000 | -0.3% | 4,082 | +0.1% | 0.31% | +1.3% |
| Q2 2021 | $1,043,000 | +8.0% | 4,076 | +0.1% | 0.30% | +1.3% |
| Q1 2021 | $966,000 | -1.9% | 4,072 | -7.6% | 0.30% | -8.8% |
| Q4 2020 | $985,000 | +14.4% | 4,406 | +0.2% | 0.33% | +2.2% |
| Q3 2020 | $861,000 | +8.8% | 4,399 | +0.2% | 0.32% | +4.5% |
| Q2 2020 | $791,000 | +17.9% | 4,392 | -2.9% | 0.31% | +2.3% |
| Q1 2020 | $671,000 | -21.1% | 4,521 | +0.2% | 0.30% | -1.6% |
| Q4 2019 | $850,000 | +8.8% | 4,512 | +0.4% | 0.31% | +1.0% |
| Q3 2019 | $781,000 | +1.0% | 4,494 | +0.2% | 0.30% | -0.3% |
| Q2 2019 | $773,000 | -48.2% | 4,486 | -49.9% | 0.30% | +1.0% |
| Q1 2019 | $1,492,000 | +127.1% | 8,952 | +100.3% | 0.30% | +0.7% |
| Q4 2018 | $657,000 | -14.3% | 4,469 | +0.4% | 0.30% | +2.7% |
| Q3 2018 | $767,000 | +6.4% | 4,451 | +0.2% | 0.29% | -2.7% |
| Q2 2018 | $721,000 | +3.7% | 4,444 | 0.0% | 0.30% | +2.7% |
| Q1 2018 | $695,000 | -99.9% | 4,444 | -51.3% | 0.29% | -2.3% |
| Q4 2017 | $722,410,000 | +106136.8% | 9,126 | +100.4% | 0.30% | -1.7% |
| Q3 2017 | $680,000 | +4.0% | 4,555 | +0.3% | 0.30% | -2.3% |
| Q2 2017 | $654,000 | +3.0% | 4,540 | 0.0% | 0.31% | -0.6% |
| Q1 2017 | $635,000 | +5.3% | 4,540 | +0.2% | 0.31% | -0.6% |
| Q4 2016 | $603,000 | +4.0% | 4,533 | +0.2% | 0.31% | -2.5% |
| Q3 2016 | $580,000 | +3.8% | 4,524 | +0.3% | 0.32% | -0.6% |
| Q2 2016 | $559,000 | +2.6% | 4,509 | 0.0% | 0.32% | -3.9% |
| Q1 2016 | $545,000 | +0.7% | 4,509 | +0.2% | 0.34% | -2.9% |
| Q4 2015 | $541,000 | +6.1% | 4,499 | +0.4% | 0.35% | -1.7% |
| Q3 2015 | $510,000 | -8.1% | 4,482 | +0.2% | 0.35% | -0.3% |
| Q2 2015 | $555,000 | +0.2% | 4,474 | 0.0% | 0.35% | +0.6% |
| Q1 2015 | $554,000 | +1.5% | 4,474 | +0.2% | 0.35% | -0.3% |
| Q4 2014 | $546,000 | +5.0% | 4,466 | +0.2% | 0.35% | -0.3% |
| Q3 2014 | $520,000 | -0.6% | 4,456 | +0.4% | 0.35% | -2.2% |
| Q2 2014 | $523,000 | +4.8% | 4,440 | 0.0% | 0.36% | 0.0% |
| Q1 2014 | $499,000 | +1.8% | 4,440 | +0.2% | 0.36% | -3.2% |
| Q4 2013 | $490,000 | – | 4,432 | – | 0.37% | – |
Download | ||||||
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% |