ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $206,722 | +401.2% | 755 | +349.4% | 0.02% | +380.0% |
| Q3 2023 | $41,246 | +276.6% | 168 | +290.7% | 0.01% | +400.0% |
| Q2 2023 | $10,951 | -1.0% | 43 | -8.5% | 0.00% | -50.0% |
| Q1 2023 | $11,064 | +6.7% | 47 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $10,372 | +6.6% | 47 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $9,731 | -55.2% | 47 | -53.0% | 0.00% | -33.3% |
| Q2 2022 | $21,739 | -31.0% | 100 | -16.7% | 0.00% | -25.0% |
| Q1 2022 | $31,484 | -5.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $33,300 | +8.9% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,582 | -0.4% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,709 | +7.9% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,468 | +6.1% | 120 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $26,826 | +52.3% | 120 | +33.3% | 0.01% | +25.0% |
| Q3 2020 | $17,614 | +8.7% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $16,205 | -65.9% | 90 | -71.9% | 0.00% | -66.7% |
| Q1 2020 | $47,466 | -21.3% | 320 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $60,317 | +8.5% | 320 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $55,606 | +0.8% | 320 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $55,155 | +3.4% | 320 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $53,344 | +13.5% | 320 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $47,014 | -14.7% | 320 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $55,136 | +6.2% | 320 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $51,933 | +3.8% | 320 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $50,029 | -1.2% | 320 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $50,614 | +6.0% | 320 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $47,770 | – | 320 | – | 0.01% | – |
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% |