ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 314 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 3.67 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $714,199 | +3.1% | 2,314 | +0.3% | 0.05% | 0.0% |
Q1 2024 | $692,576 | +9.9% | 2,308 | +0.3% | 0.05% | +4.4% |
Q4 2023 | $630,206 | +12.6% | 2,302 | +0.8% | 0.04% | +2.3% |
Q3 2023 | $559,677 | -3.7% | 2,284 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $581,191 | +8.4% | 2,284 | +0.3% | 0.04% | +4.8% |
Q1 2023 | $536,257 | +7.1% | 2,278 | +0.4% | 0.04% | 0.0% |
Q4 2022 | $500,906 | +7.5% | 2,270 | +1.0% | 0.04% | -2.3% |
Q3 2022 | $466,000 | -4.7% | 2,248 | 0.0% | 0.04% | +2.4% |
Q2 2022 | $489,000 | -16.8% | 2,248 | +0.3% | 0.04% | -2.3% |
Q1 2022 | $588,000 | -5.2% | 2,242 | +0.3% | 0.04% | -4.4% |
Q4 2021 | $620,000 | +9.5% | 2,235 | +0.6% | 0.04% | +2.3% |
Q3 2021 | $566,000 | -0.4% | 2,221 | 0.0% | 0.04% | -2.2% |
Q2 2021 | $568,000 | +8.4% | 2,221 | +0.5% | 0.04% | -2.2% |
Q1 2021 | $524,000 | -57.0% | 2,210 | -59.4% | 0.05% | -60.3% |
Q4 2020 | $1,218,000 | +181.3% | 5,449 | +146.6% | 0.12% | +152.2% |
Q3 2020 | $433,000 | +8.8% | 2,210 | 0.0% | 0.05% | 0.0% |
Q2 2020 | $398,000 | +21.3% | 2,210 | 0.0% | 0.05% | +7.0% |
Q1 2020 | $328,000 | -21.3% | 2,210 | 0.0% | 0.04% | -27.1% |
Q4 2019 | $417,000 | +8.6% | 2,210 | 0.0% | 0.06% | 0.0% |
Q3 2019 | $384,000 | +0.8% | 2,210 | 0.0% | 0.06% | -4.8% |
Q2 2019 | $381,000 | +3.5% | 2,210 | 0.0% | 0.06% | -1.6% |
Q1 2019 | $368,000 | +13.2% | 2,210 | 0.0% | 0.06% | -3.1% |
Q4 2018 | $325,000 | -14.7% | 2,210 | 0.0% | 0.06% | -31.6% |
Q3 2018 | $381,000 | +6.1% | 2,210 | 0.0% | 0.10% | -12.0% |
Q2 2018 | $359,000 | +3.8% | 2,210 | 0.0% | 0.11% | -5.3% |
Q1 2018 | $346,000 | -1.1% | 2,210 | 0.0% | 0.11% | -13.0% |
Q4 2017 | $350,000 | +6.1% | 2,210 | 0.0% | 0.13% | -10.9% |
Q3 2017 | $330,000 | +3.8% | 2,210 | 0.0% | 0.15% | -4.5% |
Q2 2017 | $318,000 | +2.9% | 2,210 | 0.0% | 0.15% | -1.9% |
Q1 2017 | $309,000 | +1.3% | 2,210 | -3.7% | 0.16% | +12.9% |
Q4 2016 | $305,000 | +3.7% | 2,296 | 0.0% | 0.14% | -10.9% |
Q3 2016 | $294,000 | +3.2% | 2,296 | 0.0% | 0.16% | +1.3% |
Q2 2016 | $285,000 | +2.9% | 2,296 | 0.0% | 0.15% | +40.0% |
Q1 2016 | $277,000 | -5.1% | 2,296 | -5.5% | 0.11% | +5.8% |
Q4 2015 | $292,000 | +5.4% | 2,430 | 0.0% | 0.10% | -15.4% |
Q3 2015 | $277,000 | -8.0% | 2,430 | 0.0% | 0.12% | +5.1% |
Q2 2015 | $301,000 | -7.4% | 2,430 | -7.5% | 0.12% | -6.4% |
Q1 2015 | $325,000 | +1.2% | 2,628 | 0.0% | 0.12% | +25.0% |
Q4 2014 | $321,000 | – | 2,628 | – | 0.10% | – |
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% |