ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 360 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.43 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,373 | -5.5% | 46 | -2.1% | 0.00% | 0.0% |
| Q2 2023 | $12,031 | +6.6% | 47 | -2.1% | 0.00% | 0.0% |
| Q1 2023 | $11,291 | +102545.5% | 48 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11 | -99.9% | 48 | -29.4% | 0.00% | -33.3% |
| Q3 2022 | $14,000 | -70.8% | 68 | -69.2% | 0.00% | -70.0% |
| Q2 2022 | $48,000 | -99.3% | 221 | -99.1% | 0.01% | -99.2% |
| Q1 2022 | $6,478,000 | +15.9% | 24,691 | +22.5% | 1.26% | -3.1% |
| Q4 2021 | $5,591,000 | +21403.8% | 20,150 | +12038.6% | 1.30% | +11754.5% |
| Q4 2017 | $26,000 | +4.0% | 166 | 0.0% | 0.01% | -21.4% |
| Q3 2017 | $25,000 | -86.3% | 166 | -86.9% | 0.01% | -83.3% |
| Q2 2017 | $182,000 | +2.8% | 1,267 | 0.0% | 0.08% | +5.0% |
| Q1 2017 | $177,000 | +704.5% | 1,267 | +663.3% | 0.08% | +627.3% |
| Q4 2016 | $22,000 | -99.9% | 166 | -99.9% | 0.01% | -99.8% |
| Q2 2016 | $17,893,000 | +6944.5% | 144,279 | +6767.2% | 6.84% | +5793.1% |
| Q1 2016 | $254,000 | -99.7% | 2,101 | +157.5% | 0.12% | +157.8% |
| Q4 2015 | $98,173,000 | +103240.0% | 816 | -2.4% | 0.04% | -16.7% |
| Q3 2015 | $95,000 | +97.9% | 836 | +116.6% | 0.05% | +80.0% |
| Q2 2015 | $48,000 | – | 386 | – | 0.03% | – |
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% |