ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 314 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 3.67 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $40,000 | -16.7% | 146 | -23.2% | 0.00% | -33.3% |
| Q3 2021 | $48,000 | +23.1% | 190 | +21.8% | 0.00% | +50.0% |
| Q2 2021 | $39,000 | +5.4% | 156 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +8.8% | 156 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $34,000 | +13.3% | 156 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | +3.4% | 156 | -5.5% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | +20.8% | 165 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | -22.6% | 165 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $31,000 | +106.7% | 165 | +81.3% | 0.00% | +100.0% |
| Q3 2019 | $15,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | -57.1% | 91 | -61.6% | 0.00% | -75.0% |
| Q4 2018 | $35,000 | +133.3% | 237 | +160.4% | 0.00% | +100.0% |
| Q3 2018 | $15,000 | +7.1% | 91 | 0.0% | 0.00% | +100.0% |
| Q2 2018 | $14,000 | 0.0% | 91 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $14,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | +7.7% | 91 | 0.0% | 0.00% | +100.0% |
| Q3 2017 | $13,000 | 0.0% | 91 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $13,000 | +8.3% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $12,000 | -42.9% | 91 | -43.5% | 0.00% | -33.3% |
| Q4 2016 | $21,000 | +5.0% | 161 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $20,000 | +5.3% | 161 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $19,000 | 0.0% | 161 | 0.0% | 0.00% | -25.0% |
| Q1 2016 | $19,000 | – | 161 | – | 0.00% | – |
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% |