ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 359 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.47 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $209,000 | -5.4% | 797 | -0.1% | 0.05% | -12.5% |
| Q4 2021 | $221,000 | +8.9% | 798 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $203,000 | -0.5% | 798 | 0.0% | 0.06% | -5.1% |
| Q2 2021 | $204,000 | -8.9% | 798 | -44.4% | 0.06% | -35.2% |
| Q1 2018 | $224,000 | -4.7% | 1,435 | -3.7% | 0.09% | -4.2% |
| Q4 2017 | $235,000 | +3.1% | 1,490 | -2.7% | 0.10% | 0.0% |
| Q3 2017 | $228,000 | +0.9% | 1,531 | -2.5% | 0.10% | +4.4% |
| Q2 2017 | $226,000 | +4.1% | 1,571 | +1.0% | 0.09% | -3.2% |
| Q1 2017 | $217,000 | -0.9% | 1,555 | -5.8% | 0.09% | -13.8% |
| Q4 2016 | $219,000 | +1.9% | 1,650 | -1.7% | 0.11% | -3.5% |
| Q3 2016 | $215,000 | +5.9% | 1,678 | +2.4% | 0.11% | +37.8% |
| Q2 2016 | $203,000 | -1.9% | 1,638 | -4.8% | 0.08% | -38.8% |
| Q1 2016 | $207,000 | +0.5% | 1,720 | +0.1% | 0.13% | +59.5% |
| Q4 2015 | $206,000 | +5.1% | 1,719 | 0.0% | 0.08% | -2.3% |
| Q3 2015 | $196,000 | -8.8% | 1,719 | -0.9% | 0.09% | -28.9% |
| Q2 2015 | $215,000 | – | 1,735 | – | 0.12% | – |
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% |