ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 205 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.96 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,063,000 | -3.6% | 24,454 | +1.2% | 1.67% | +5.5% |
| Q2 2022 | $5,252,000 | -17.3% | 24,161 | -0.1% | 1.58% | -3.9% |
| Q1 2022 | $6,347,000 | -5.1% | 24,191 | +0.4% | 1.64% | -2.4% |
| Q4 2021 | $6,687,000 | +9.4% | 24,096 | +0.5% | 1.68% | +2.7% |
| Q3 2021 | $6,113,000 | -2.5% | 23,985 | -2.1% | 1.64% | -0.8% |
| Q2 2021 | $6,272,000 | +0.3% | 24,508 | -7.0% | 1.65% | -5.3% |
| Q1 2021 | $6,253,000 | -6.2% | 26,359 | -11.6% | 1.75% | -11.3% |
| Q4 2020 | $6,666,000 | +9.9% | 29,819 | -3.8% | 1.97% | -3.4% |
| Q3 2020 | $6,065,000 | +2.8% | 30,992 | -5.4% | 2.04% | -8.4% |
| Q2 2020 | $5,899,000 | +600.6% | 32,759 | +477.1% | 2.22% | +435.9% |
| Q1 2020 | $842,000 | +52.3% | 5,676 | +93.3% | 0.42% | +83.6% |
| Q4 2019 | $553,000 | +8.6% | 2,936 | +0.2% | 0.23% | +0.9% |
| Q3 2019 | $509,000 | +0.8% | 2,930 | 0.0% | 0.22% | +1.8% |
| Q2 2019 | $505,000 | -19.8% | 2,930 | -22.5% | 0.22% | -20.0% |
| Q1 2019 | $630,000 | +13.5% | 3,780 | 0.0% | 0.28% | +1.1% |
| Q4 2018 | $555,000 | +92.0% | 3,780 | +125.7% | 0.27% | +123.0% |
| Q3 2018 | $289,000 | +6.2% | 1,675 | 0.0% | 0.12% | +6.1% |
| Q2 2018 | $272,000 | +3.8% | 1,675 | 0.0% | 0.12% | +1.8% |
| Q1 2018 | $262,000 | -1.1% | 1,675 | 0.0% | 0.11% | 0.0% |
| Q4 2017 | $265,000 | +6.0% | 1,675 | 0.0% | 0.11% | +0.9% |
| Q3 2017 | $250,000 | +3.7% | 1,675 | 0.0% | 0.11% | +0.9% |
| Q2 2017 | $241,000 | -2.0% | 1,675 | -4.7% | 0.11% | +2.8% |
| Q1 2017 | $246,000 | -5.0% | 1,757 | -9.9% | 0.11% | -6.1% |
| Q4 2016 | $259,000 | -1.1% | 1,949 | -4.6% | 0.12% | -3.4% |
| Q3 2016 | $262,000 | -6.8% | 2,044 | -9.7% | 0.12% | -8.5% |
| Q2 2016 | $281,000 | +2.6% | 2,264 | 0.0% | 0.13% | +9.2% |
| Q1 2016 | $274,000 | +0.7% | 2,264 | +0.1% | 0.12% | -1.7% |
| Q4 2015 | $272,000 | +5.4% | 2,262 | 0.0% | 0.12% | +3.4% |
| Q3 2015 | $258,000 | -7.9% | 2,262 | +0.0% | 0.12% | -3.3% |
| Q2 2015 | $280,000 | 0.0% | 2,261 | 0.0% | 0.12% | +0.8% |
| Q1 2015 | $280,000 | +1.4% | 2,261 | 0.0% | 0.12% | +3.4% |
| Q4 2014 | $276,000 | +4.5% | 2,261 | +0.0% | 0.12% | +6.4% |
| Q3 2014 | $264,000 | -0.8% | 2,260 | 0.0% | 0.11% | +0.9% |
| Q2 2014 | $266,000 | +4.7% | 2,260 | +0.0% | 0.11% | -7.7% |
| Q1 2014 | $254,000 | -0.8% | 2,259 | -2.2% | 0.12% | +9.3% |
| Q4 2013 | $256,000 | -28.1% | 2,309 | -34.3% | 0.11% | -23.0% |
| Q3 2013 | $356,000 | -22.6% | 3,517 | -26.3% | 0.14% | -19.2% |
| Q2 2013 | $460,000 | -11.7% | 4,772 | -14.4% | 0.17% | -11.3% |
| Q1 2013 | $521,000 | -4.1% | 5,575 | -13.1% | 0.19% | -9.3% |
| Q4 2012 | $543,000 | -7.8% | 6,414 | -7.6% | 0.21% | -5.7% |
| Q3 2012 | $589,000 | +7.9% | 6,938 | +2.2% | 0.23% | +2.7% |
| Q2 2012 | $546,000 | -14.0% | 6,786 | -11.0% | 0.22% | -14.0% |
| Q1 2012 | $635,000 | -0.5% | 7,628 | -11.3% | 0.26% | -14.9% |
| Q4 2011 | $638,000 | +11.5% | 8,596 | +0.4% | 0.30% | -4.4% |
| Q3 2011 | $572,000 | -15.8% | 8,566 | +0.0% | 0.32% | -9.7% |
| Q2 2011 | $679,000 | -8.5% | 8,563 | -8.5% | 0.35% | -11.4% |
| Q1 2011 | $742,000 | -4.4% | 9,362 | -9.6% | 0.40% | -6.6% |
| Q4 2010 | $776,000 | +12.6% | 10,357 | +1.3% | 0.42% | +5.2% |
| Q3 2010 | $689,000 | +13.5% | 10,220 | +2.9% | 0.40% | -7.8% |
| Q2 2010 | $607,000 | -15.6% | 9,930 | -5.0% | 0.44% | -7.8% |
| Q1 2010 | $719,000 | +8.8% | 10,456 | +3.2% | 0.47% | +11.0% |
| Q4 2009 | $661,000 | – | 10,128 | – | 0.43% | – |
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% |