ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 360 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.43 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $11,339,330 | -0.4% | 36,736 | -3.2% | 0.89% | -1.1% |
Q1 2024 | $11,383,601 | +8.6% | 37,935 | -0.9% | 0.90% | +1.5% |
Q4 2023 | $10,483,196 | +11.8% | 38,296 | +0.1% | 0.89% | +0.7% |
Q3 2023 | $9,377,717 | -3.6% | 38,267 | +0.1% | 0.88% | +1.1% |
Q2 2023 | $9,729,031 | +8.2% | 38,231 | +0.1% | 0.88% | +3.2% |
Q1 2023 | $8,991,558 | +9.5% | 38,195 | +2.6% | 0.85% | +5.5% |
Q4 2022 | $8,214,004 | -3.6% | 37,221 | -9.5% | 0.80% | -14.0% |
Q3 2022 | $8,520,000 | -4.3% | 41,150 | +0.4% | 0.94% | -0.5% |
Q2 2022 | $8,906,000 | -17.3% | 40,968 | -0.2% | 0.94% | -7.5% |
Q1 2022 | $10,767,000 | -11.2% | 41,038 | -6.1% | 1.02% | -11.1% |
Q4 2021 | $12,122,000 | +6.4% | 43,683 | -2.3% | 1.14% | -2.2% |
Q3 2021 | $11,391,000 | +299.5% | 44,697 | +301.2% | 1.17% | +174.4% |
Q2 2021 | $2,851,000 | +3.8% | 11,142 | -3.7% | 0.43% | -23.9% |
Q1 2021 | $2,746,000 | +6.0% | 11,576 | -0.1% | 0.56% | +2.9% |
Q4 2020 | $2,591,000 | +13.3% | 11,588 | -0.8% | 0.54% | 0.0% |
Q3 2020 | $2,286,000 | +8.8% | 11,678 | +0.1% | 0.54% | 0.0% |
Q2 2020 | $2,101,000 | +19.3% | 11,669 | -1.7% | 0.54% | +3.0% |
Q1 2020 | $1,761,000 | -21.2% | 11,870 | +0.1% | 0.53% | -4.2% |
Q4 2019 | $2,236,000 | +7.5% | 11,864 | -0.9% | 0.55% | +3.8% |
Q3 2019 | $2,080,000 | +0.4% | 11,968 | -0.4% | 0.53% | +1.3% |
Q2 2019 | $2,071,000 | +3.4% | 12,013 | +0.0% | 0.52% | +0.4% |
Q1 2019 | $2,002,000 | +24.3% | 12,011 | +9.5% | 0.52% | +20.8% |
Q4 2018 | $1,611,000 | +6.8% | 10,965 | +25.3% | 0.43% | +11.3% |
Q3 2018 | $1,508,000 | +7.7% | 8,751 | +1.4% | 0.39% | +5.1% |
Q2 2018 | $1,400,000 | +3.8% | 8,628 | 0.0% | 0.37% | +3.7% |
Q1 2018 | $1,349,000 | -2.7% | 8,628 | -1.5% | 0.36% | +5.0% |
Q4 2017 | $1,386,000 | +5.9% | 8,760 | -0.1% | 0.34% | +0.3% |
Q3 2017 | $1,309,000 | +2.3% | 8,771 | -1.3% | 0.34% | -3.7% |
Q2 2017 | $1,279,000 | +5.5% | 8,884 | -2.5% | 0.35% | +7.0% |
Q1 2017 | $1,212,000 | 0.0% | 9,110 | 0.0% | 0.33% | 0.0% |
Q4 2016 | $1,212,000 | +1.0% | 9,110 | -2.6% | 0.33% | -4.4% |
Q3 2016 | $1,200,000 | +3.4% | 9,357 | +0.0% | 0.34% | +7.2% |
Q2 2016 | $1,160,000 | -4.4% | 9,353 | -6.8% | 0.32% | -10.4% |
Q1 2016 | $1,213,000 | +1.2% | 10,035 | +0.7% | 0.36% | +3.5% |
Q4 2015 | $1,199,000 | – | 9,963 | – | 0.34% | – |
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% |