ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 454 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $436,831 | +2.9% | 1,415 | 0.0% | 0.13% | +2.4% |
| Q1 2024 | $424,517 | +31.6% | 1,415 | +20.0% | 0.12% | +23.0% |
| Q4 2023 | $322,623 | +11.7% | 1,179 | +0.1% | 0.10% | -1.0% |
| Q3 2023 | $288,715 | -5.9% | 1,178 | -2.2% | 0.10% | -3.8% |
| Q2 2023 | $306,684 | +6.3% | 1,205 | -1.7% | 0.10% | +2.9% |
| Q1 2023 | $288,613 | +6.7% | 1,226 | 0.0% | 0.10% | +3.0% |
| Q4 2022 | $270,554 | +6.1% | 1,226 | -0.4% | 0.10% | -8.3% |
| Q3 2022 | $255,000 | -5.6% | 1,231 | 0.0% | 0.11% | -1.8% |
| Q2 2022 | $270,000 | -11.5% | 1,231 | +7.0% | 0.11% | 0.0% |
| Q1 2022 | $305,000 | +9.7% | 1,151 | +15.1% | 0.11% | +11.1% |
| Q4 2021 | $278,000 | +7.8% | 1,000 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $258,000 | -9.2% | 1,000 | -7.4% | 0.10% | -9.2% |
| Q2 2021 | $284,000 | +10.9% | 1,080 | 0.0% | 0.11% | +3.8% |
| Q1 2021 | $256,000 | +6.2% | 1,080 | 0.0% | 0.10% | 0.0% |
| Q4 2020 | $241,000 | -68.4% | 1,080 | -72.3% | 0.10% | -73.8% |
| Q3 2020 | $762,000 | +8.7% | 3,895 | 0.0% | 0.40% | -2.0% |
| Q2 2020 | $701,000 | +21.3% | 3,895 | 0.0% | 0.41% | +2.2% |
| Q1 2020 | $578,000 | +122.3% | 3,895 | +181.8% | 0.40% | +183.7% |
| Q4 2019 | $260,000 | +8.3% | 1,382 | 0.0% | 0.14% | +1.4% |
| Q3 2019 | $240,000 | +0.8% | 1,382 | 0.0% | 0.14% | -9.7% |
| Q2 2019 | $238,000 | +3.5% | 1,382 | 0.0% | 0.15% | -10.5% |
| Q1 2019 | $230,000 | +13.3% | 1,382 | 0.0% | 0.17% | +10.3% |
| Q4 2018 | $203,000 | – | 1,382 | – | 0.16% | – |
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% |