ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 240 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.29 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $78,000 | +6.8% | 491 | 0.0% | 0.04% | +2.6% |
| Q3 2017 | $73,000 | +2.8% | 491 | 0.0% | 0.04% | -2.6% |
| Q2 2017 | $71,000 | +2.9% | 491 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $69,000 | +6.2% | 491 | 0.0% | 0.04% | -2.5% |
| Q4 2016 | $65,000 | +3.2% | 491 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $63,000 | +3.3% | 491 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $61,000 | +38.6% | 491 | +35.3% | 0.04% | +33.3% |
| Q1 2016 | $44,000 | 0.0% | 363 | 0.0% | 0.03% | +3.4% |
| Q4 2015 | $44,000 | +7.3% | 363 | 0.0% | 0.03% | -6.5% |
| Q3 2015 | $41,000 | -8.9% | 363 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $45,000 | 0.0% | 363 | 0.0% | 0.03% | -3.1% |
| Q1 2015 | $45,000 | +2.3% | 363 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $44,000 | +4.8% | 363 | 0.0% | 0.03% | +3.2% |
| Q3 2014 | $42,000 | 0.0% | 363 | 0.0% | 0.03% | +3.3% |
| Q2 2014 | $42,000 | +2.4% | 363 | 0.0% | 0.03% | -11.8% |
| Q1 2014 | $41,000 | +2.5% | 363 | 0.0% | 0.03% | +3.0% |
| Q4 2013 | $40,000 | – | 363 | – | 0.03% | – |
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% |