ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $105,000 | +1.0% | 604 | 0.0% | 0.04% | -2.5% |
| Q2 2019 | $104,000 | +4.0% | 604 | +0.3% | 0.04% | +2.6% |
| Q1 2019 | $100,000 | +426.3% | 602 | +345.9% | 0.04% | +333.3% |
| Q4 2018 | $19,000 | 0.0% | 135 | 0.0% | 0.01% | -10.0% |
| Q2 2017 | $19,000 | +5.6% | 135 | 0.0% | 0.01% | +11.1% |
| Q1 2017 | $18,000 | -77.5% | 135 | -77.2% | 0.01% | -80.0% |
| Q4 2016 | $80,000 | +6.7% | 591 | 0.0% | 0.04% | -2.2% |
| Q3 2016 | $75,000 | – | 591 | – | 0.05% | – |
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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% |