ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 427 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,494 | +2.8% | 37,236 | -0.0% | 1.92% | +0.3% |
| Q1 2024 | $11,176 | +7.6% | 37,244 | -1.8% | 1.92% | -1.7% |
| Q4 2023 | $10,383 | +11.7% | 37,929 | 0.0% | 1.95% | +2.7% |
| Q3 2023 | $9,295 | -3.7% | 37,929 | 0.0% | 1.90% | -0.7% |
| Q2 2023 | $9,652 | +8.1% | 37,929 | 0.0% | 1.92% | +4.9% |
| Q1 2023 | $8,929 | +6.7% | 37,929 | 0.0% | 1.82% | +2.5% |
| Q4 2022 | $8,370 | -99.9% | 37,929 | 0.0% | 1.78% | -6.7% |
| Q3 2022 | $7,853,000 | -6.6% | 37,929 | -1.9% | 1.91% | -0.1% |
| Q2 2022 | $8,408,000 | -17.1% | 38,678 | 0.0% | 1.91% | -1.0% |
| Q1 2022 | $10,148,000 | -6.0% | 38,678 | -0.6% | 1.93% | -4.9% |
| Q4 2021 | $10,801,000 | +8.9% | 38,923 | 0.0% | 2.03% | -0.6% |
| Q3 2021 | $9,920,000 | -0.6% | 38,923 | -0.1% | 2.04% | -9.5% |
| Q2 2021 | $9,976,000 | +7.9% | 38,981 | 0.0% | 2.26% | +1.1% |
| Q1 2021 | $9,247,000 | +6.1% | 38,981 | 0.0% | 2.23% | -1.8% |
| Q4 2020 | $8,714,000 | +14.2% | 38,981 | 0.0% | 2.27% | +1.5% |
| Q3 2020 | $7,629,000 | +8.7% | 38,981 | 0.0% | 2.24% | +6.3% |
| Q2 2020 | $7,019,000 | +21.4% | 38,981 | 0.0% | 2.10% | +12.5% |
| Q1 2020 | $5,782,000 | -21.6% | 38,981 | -0.3% | 1.87% | -8.4% |
| Q4 2019 | $7,373,000 | +8.5% | 39,114 | 0.0% | 2.04% | +2.4% |
| Q3 2019 | $6,797,000 | +0.8% | 39,114 | 0.0% | 2.00% | -4.3% |
| Q2 2019 | $6,742,000 | +3.3% | 39,114 | -0.1% | 2.08% | -6.8% |
| Q1 2019 | $6,527,000 | +13.5% | 39,154 | 0.0% | 2.24% | +1.3% |
| Q4 2018 | $5,753,000 | -14.7% | 39,154 | -0.1% | 2.21% | -10.2% |
| Q3 2018 | $6,746,000 | +6.0% | 39,208 | 0.0% | 2.46% | +1.5% |
| Q2 2018 | $6,363,000 | +3.8% | 39,208 | 0.0% | 2.42% | +1.8% |
| Q1 2018 | $6,130,000 | -1.2% | 39,208 | 0.0% | 2.38% | -6.0% |
| Q4 2017 | $6,202,000 | +6.0% | 39,208 | 0.0% | 2.53% | -2.3% |
| Q3 2017 | $5,853,000 | +3.6% | 39,208 | 0.0% | 2.59% | -4.2% |
| Q2 2017 | $5,647,000 | +3.0% | 39,208 | 0.0% | 2.71% | -0.3% |
| Q1 2017 | $5,485,000 | +5.2% | 39,208 | 0.0% | 2.71% | -0.6% |
| Q4 2016 | $5,214,000 | +2.5% | 39,208 | -1.2% | 2.73% | +0.3% |
| Q3 2016 | $5,088,000 | -8.0% | 39,688 | -11.0% | 2.72% | -11.0% |
| Q2 2016 | $5,530,000 | -1.9% | 44,593 | -4.4% | 3.06% | -4.1% |
| Q1 2016 | $5,639,000 | +0.5% | 46,655 | 0.0% | 3.19% | -5.5% |
| Q4 2015 | $5,613,000 | +5.6% | 46,655 | 0.0% | 3.38% | +3.7% |
| Q3 2015 | $5,314,000 | -6.7% | 46,655 | +1.6% | 3.26% | -1.4% |
| Q2 2015 | $5,693,000 | +0.1% | 45,917 | 0.0% | 3.30% | -0.9% |
| Q1 2015 | $5,687,000 | – | 45,917 | – | 3.33% | – |
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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% |