ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 512 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,143 | -3.7% | 376 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $95,685 | +8.1% | 376 | 0.0% | 0.03% | +8.0% |
| Q1 2023 | $88,515 | +6.7% | 376 | 0.0% | 0.02% | +8.7% |
| Q4 2022 | $82,976 | +6.4% | 376 | 0.0% | 0.02% | +15.0% |
| Q3 2022 | $78,000 | -4.9% | 376 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $82,000 | -17.2% | 376 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $99,000 | -4.8% | 376 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $104,000 | +8.3% | 376 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $96,000 | 0.0% | 376 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $96,000 | +7.9% | 376 | 0.0% | 0.02% | +4.8% |
| Q1 2021 | $89,000 | +6.0% | 376 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $84,000 | +13.5% | 376 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $74,000 | +8.8% | 376 | 0.0% | 0.02% | +5.0% |
| Q2 2020 | $68,000 | +21.4% | 376 | 0.0% | 0.02% | +5.3% |
| Q1 2020 | $56,000 | -21.1% | 376 | 0.0% | 0.02% | -5.0% |
| Q4 2019 | $71,000 | +9.2% | 376 | 0.0% | 0.02% | +5.3% |
| Q3 2019 | $65,000 | 0.0% | 376 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $65,000 | +3.2% | 376 | 0.0% | 0.02% | -5.0% |
| Q1 2019 | $63,000 | +14.5% | 376 | 0.0% | 0.02% | +5.3% |
| Q4 2018 | $55,000 | -15.4% | 376 | 0.0% | 0.02% | -17.4% |
| Q3 2018 | $65,000 | +1.6% | 376 | -4.6% | 0.02% | -8.0% |
| Q2 2018 | $64,000 | +3.2% | 394 | 0.0% | 0.02% | +4.2% |
| Q1 2018 | $62,000 | 0.0% | 394 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $62,000 | +5.1% | 394 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $59,000 | +3.5% | 394 | 0.0% | 0.02% | -4.0% |
| Q2 2017 | $57,000 | +3.6% | 394 | 0.0% | 0.02% | -3.8% |
| Q1 2017 | $55,000 | +5.8% | 394 | 0.0% | 0.03% | +4.0% |
| Q4 2016 | $52,000 | +2.0% | 394 | 0.0% | 0.02% | -3.8% |
| Q3 2016 | $51,000 | +4.1% | 394 | 0.0% | 0.03% | +4.0% |
| Q2 2016 | $49,000 | -12.5% | 394 | -15.6% | 0.02% | -16.7% |
| Q1 2016 | $56,000 | 0.0% | 467 | 0.0% | 0.03% | -6.2% |
| Q4 2015 | $56,000 | -5.1% | 467 | -9.3% | 0.03% | -5.9% |
| Q3 2015 | $59,000 | -7.8% | 515 | 0.0% | 0.03% | -8.1% |
| Q2 2015 | $64,000 | 0.0% | 515 | 0.0% | 0.04% | -2.6% |
| Q1 2015 | $64,000 | +1.6% | 515 | 0.0% | 0.04% | -2.6% |
| Q4 2014 | $63,000 | +5.0% | 515 | 0.0% | 0.04% | -2.5% |
| Q3 2014 | $60,000 | -1.6% | 515 | 0.0% | 0.04% | -2.4% |
| Q2 2014 | $61,000 | +5.2% | 515 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $58,000 | -9.4% | 515 | -11.1% | 0.04% | -6.8% |
| Q4 2013 | $64,000 | – | 579 | – | 0.04% | – |
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% |