ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 243 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.80 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $69,211 | +0.2% | 294 | -6.1% | 0.01% | -10.0% |
Q4 2022 | $69,073 | -1.3% | 313 | -7.1% | 0.01% | -9.1% |
Q3 2022 | $70,000 | -4.1% | 337 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $73,000 | -18.0% | 337 | -0.6% | 0.01% | -15.4% |
Q1 2022 | $89,000 | -12.7% | 339 | -8.1% | 0.01% | -13.3% |
Q4 2021 | $102,000 | +8.5% | 369 | 0.0% | 0.02% | +7.1% |
Q3 2021 | $94,000 | -2.1% | 369 | -1.9% | 0.01% | -12.5% |
Q2 2021 | $96,000 | +74.5% | 376 | +63.5% | 0.02% | -30.4% |
Q1 2021 | $55,000 | +7.8% | 230 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $51,000 | +13.3% | 230 | 0.0% | 0.02% | +27.8% |
Q3 2020 | $45,000 | +9.8% | 230 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $41,000 | +20.6% | 230 | 0.0% | 0.02% | +5.9% |
Q1 2020 | $34,000 | -91.9% | 230 | -89.7% | 0.02% | -89.6% |
Q4 2019 | $420,000 | +950.0% | 2,230 | +869.6% | 0.16% | +805.6% |
Q3 2019 | $40,000 | 0.0% | 230 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $40,000 | +5.3% | 230 | 0.0% | 0.02% | +5.9% |
Q1 2019 | $38,000 | +11.8% | 230 | 0.0% | 0.02% | +6.2% |
Q4 2018 | $34,000 | -15.0% | 230 | 0.0% | 0.02% | -5.9% |
Q3 2018 | $40,000 | +8.1% | 230 | 0.0% | 0.02% | +6.2% |
Q2 2018 | $37,000 | +2.8% | 230 | 0.0% | 0.02% | -5.9% |
Q1 2018 | $36,000 | 0.0% | 230 | 0.0% | 0.02% | +6.2% |
Q4 2017 | $36,000 | +5.9% | 230 | 0.0% | 0.02% | -5.9% |
Q3 2017 | $34,000 | +3.0% | 230 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $33,000 | +3.1% | 230 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $32,000 | +3.2% | 230 | 0.0% | 0.02% | +6.2% |
Q4 2016 | $31,000 | +6.9% | 230 | 0.0% | 0.02% | 0.0% |
Q3 2016 | $29,000 | 0.0% | 230 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $29,000 | +3.6% | 230 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $28,000 | 0.0% | 230 | 0.0% | 0.02% | 0.0% |
Q4 2015 | $28,000 | +7.7% | 230 | 0.0% | 0.02% | 0.0% |
Q3 2015 | $26,000 | -10.3% | 230 | 0.0% | 0.02% | -5.9% |
Q2 2015 | $29,000 | +3.6% | 230 | 0.0% | 0.02% | -5.6% |
Q1 2015 | $28,000 | 0.0% | 230 | 0.0% | 0.02% | +5.9% |
Q4 2014 | $28,000 | +3.7% | 230 | 0.0% | 0.02% | 0.0% |
Q3 2014 | $27,000 | 0.0% | 230 | 0.0% | 0.02% | +6.2% |
Q2 2014 | $27,000 | +3.8% | 230 | 0.0% | 0.02% | -5.9% |
Q1 2014 | $26,000 | +4.0% | 230 | 0.0% | 0.02% | +6.2% |
Q4 2013 | $25,000 | -89.1% | 230 | -91.5% | 0.02% | -94.2% |
Q4 2012 | $229,000 | – | 2,700 | – | 0.28% | – |
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% |