ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $480,000 | -0.4% | 1,885 | 0.0% | 0.19% | -2.1% |
| Q2 2021 | $482,000 | +7.8% | 1,885 | 0.0% | 0.19% | +2.1% |
| Q1 2021 | $447,000 | +6.2% | 1,885 | 0.0% | 0.19% | +3.9% |
| Q4 2020 | $421,000 | +14.1% | 1,885 | 0.0% | 0.18% | -0.5% |
| Q3 2020 | $369,000 | +1.7% | 1,885 | -6.5% | 0.18% | -9.0% |
| Q2 2020 | $363,000 | +21.4% | 2,017 | 0.0% | 0.20% | -2.4% |
| Q1 2020 | $299,000 | -21.3% | 2,017 | 0.0% | 0.20% | -1.0% |
| Q4 2019 | $380,000 | +8.6% | 2,017 | 0.0% | 0.21% | -5.5% |
| Q3 2019 | $350,000 | +0.6% | 2,017 | 0.0% | 0.22% | +5.3% |
| Q2 2019 | $348,000 | +3.6% | 2,017 | 0.0% | 0.21% | +4.0% |
| Q1 2019 | $336,000 | +13.5% | 2,017 | 0.0% | 0.20% | -2.0% |
| Q4 2018 | $296,000 | -14.9% | 2,017 | 0.0% | 0.20% | -6.0% |
| Q3 2018 | $348,000 | +6.4% | 2,017 | 0.0% | 0.22% | +0.9% |
| Q2 2018 | $327,000 | +3.8% | 2,017 | 0.0% | 0.22% | -2.3% |
| Q1 2018 | $315,000 | -13.9% | 2,017 | -12.8% | 0.22% | -4.3% |
| Q4 2017 | $366,000 | +6.1% | 2,313 | 0.0% | 0.23% | +1.8% |
| Q3 2017 | $345,000 | -10.6% | 2,313 | -13.7% | 0.23% | -15.4% |
| Q2 2017 | $386,000 | +8.4% | 2,679 | 0.0% | 0.27% | +3.5% |
| Q4 2016 | $356,000 | +3.8% | 2,679 | 0.0% | 0.26% | +0.8% |
| Q3 2016 | $343,000 | +3.3% | 2,679 | 0.0% | 0.26% | -5.9% |
| Q2 2016 | $332,000 | +2.5% | 2,679 | 0.0% | 0.27% | -1.4% |
| Q1 2016 | $324,000 | +0.6% | 2,679 | 0.0% | 0.28% | +1.1% |
| Q4 2015 | $322,000 | – | 2,679 | – | 0.27% | – |
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% |