ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 295 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,442,924 | -3.7% | 5,888 | 0.0% | 0.24% | -0.8% |
| Q2 2023 | $1,498,389 | +8.1% | 5,888 | 0.0% | 0.25% | +0.8% |
| Q1 2023 | $1,386,104 | +6.7% | 5,888 | 0.0% | 0.24% | -0.4% |
| Q4 2022 | $1,299,373 | +4.6% | 5,888 | -1.8% | 0.25% | -5.4% |
| Q3 2022 | $1,242,000 | -4.8% | 5,998 | 0.0% | 0.26% | +2.0% |
| Q2 2022 | $1,304,000 | -17.2% | 5,998 | 0.0% | 0.26% | -4.9% |
| Q1 2022 | $1,574,000 | -5.4% | 5,998 | 0.0% | 0.27% | -8.2% |
| Q4 2021 | $1,664,000 | +2.8% | 5,998 | -5.6% | 0.29% | -7.0% |
| Q3 2021 | $1,619,000 | -0.4% | 6,353 | 0.0% | 0.31% | -1.6% |
| Q2 2021 | $1,626,000 | +7.9% | 6,353 | 0.0% | 0.32% | -2.1% |
| Q1 2021 | $1,507,000 | +2.0% | 6,353 | -3.9% | 0.33% | -5.2% |
| Q4 2020 | $1,478,000 | +7.9% | 6,610 | -5.6% | 0.34% | -7.5% |
| Q3 2020 | $1,370,000 | -0.1% | 6,999 | -8.1% | 0.37% | -3.1% |
| Q2 2020 | $1,371,000 | +21.4% | 7,614 | 0.0% | 0.38% | -2.0% |
| Q1 2020 | $1,129,000 | -21.3% | 7,614 | 0.0% | 0.39% | -2.2% |
| Q4 2019 | $1,435,000 | +8.5% | 7,614 | +0.0% | 0.40% | -0.5% |
| Q3 2019 | $1,323,000 | +0.8% | 7,612 | 0.0% | 0.40% | +2.0% |
| Q2 2019 | $1,312,000 | +3.4% | 7,612 | +0.0% | 0.40% | -0.3% |
| Q1 2019 | $1,269,000 | +13.5% | 7,611 | 0.0% | 0.40% | -1.5% |
| Q4 2018 | $1,118,000 | -14.7% | 7,611 | +0.0% | 0.40% | -0.7% |
| Q3 2018 | $1,311,000 | +0.8% | 7,609 | -5.0% | 0.40% | -3.8% |
| Q2 2018 | $1,300,000 | +3.8% | 8,008 | 0.0% | 0.42% | +1.4% |
| Q1 2018 | $1,252,000 | -1.2% | 8,008 | +0.0% | 0.42% | -0.2% |
| Q4 2017 | $1,267,000 | +6.0% | 8,007 | +0.0% | 0.42% | 0.0% |
| Q3 2017 | $1,195,000 | +3.7% | 8,006 | +0.0% | 0.42% | -3.0% |
| Q2 2017 | $1,152,000 | +2.9% | 8,005 | 0.0% | 0.43% | -3.6% |
| Q1 2017 | $1,120,000 | -0.4% | 8,005 | -5.3% | 0.44% | -11.0% |
| Q4 2016 | $1,124,000 | +1.0% | 8,449 | -2.8% | 0.50% | -2.9% |
| Q3 2016 | $1,113,000 | +3.3% | 8,688 | +0.0% | 0.52% | -1.3% |
| Q2 2016 | $1,077,000 | +2.6% | 8,686 | -0.0% | 0.52% | -0.4% |
| Q1 2016 | $1,050,000 | +0.5% | 8,687 | +0.0% | 0.52% | +1.4% |
| Q4 2015 | $1,045,000 | +1.6% | 8,685 | -3.9% | 0.52% | -6.3% |
| Q3 2015 | $1,029,000 | -8.1% | 9,034 | +0.0% | 0.55% | -8.3% |
| Q2 2015 | $1,120,000 | +0.1% | 9,033 | 0.0% | 0.60% | -6.5% |
| Q1 2015 | $1,119,000 | -1.9% | 9,033 | -3.2% | 0.64% | -3.9% |
| Q4 2014 | $1,141,000 | – | 9,332 | – | 0.67% | – |
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% |