ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 327 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $203,000 | -0.5% | 797 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $204,000 | -4.2% | 797 | -45.1% | 0.02% | -45.7% |
| Q4 2018 | $213,000 | -37.5% | 1,452 | -26.7% | 0.04% | -30.0% |
| Q3 2018 | $341,000 | +5.6% | 1,981 | -0.6% | 0.05% | +4.2% |
| Q2 2018 | $323,000 | -12.2% | 1,993 | -15.3% | 0.05% | -12.7% |
| Q1 2018 | $368,000 | -8.2% | 2,352 | -7.1% | 0.06% | -5.2% |
| Q4 2017 | $401,000 | +702.0% | 2,533 | +660.7% | 0.06% | +346.2% |
| Q3 2017 | $50,000 | +4.2% | 333 | 0.0% | 0.01% | +8.3% |
| Q2 2017 | $48,000 | -9.4% | 333 | -12.8% | 0.01% | -7.7% |
| Q1 2017 | $53,000 | -30.3% | 382 | -33.4% | 0.01% | -31.6% |
| Q4 2016 | $76,000 | -1.3% | 574 | -5.0% | 0.02% | +35.7% |
| Q3 2016 | $77,000 | -10.5% | 604 | -12.6% | 0.01% | -6.7% |
| Q2 2016 | $86,000 | +2.4% | 691 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $84,000 | +1.2% | 691 | 0.0% | 0.02% | -28.6% |
| Q4 2015 | $83,000 | +6.4% | 691 | +0.3% | 0.02% | +10.5% |
| Q3 2015 | $78,000 | -8.2% | 689 | +0.1% | 0.02% | 0.0% |
| Q2 2015 | $85,000 | 0.0% | 688 | 0.0% | 0.02% | -38.7% |
| Q1 2015 | $85,000 | -18.3% | 688 | -18.8% | 0.03% | -24.4% |
| Q4 2014 | $104,000 | -5.5% | 847 | -10.0% | 0.04% | -14.6% |
| Q3 2014 | $110,000 | -13.4% | 941 | -13.0% | 0.05% | -11.1% |
| Q2 2014 | $127,000 | -2.3% | 1,081 | -6.9% | 0.05% | -5.3% |
| Q1 2014 | $130,000 | 0.0% | 1,161 | -1.2% | 0.06% | 0.0% |
| Q4 2013 | $130,000 | +7.4% | 1,175 | -2.0% | 0.06% | +3.6% |
| Q3 2013 | $121,000 | 0.0% | 1,199 | -4.8% | 0.06% | -6.8% |
| Q2 2013 | $121,000 | – | 1,259 | – | 0.06% | – |
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% |