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 2023 | $340,633 | -3.7% | 1,390 | 0.0% | 0.07% | +1.4% |
| Q2 2023 | $353,727 | +8.1% | 1,390 | 0.0% | 0.07% | +4.5% |
| Q1 2023 | $327,220 | +106486.3% | 1,390 | 0.0% | 0.07% | +3.1% |
| Q4 2022 | $307 | -99.9% | 1,390 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $288,000 | -4.6% | 1,390 | 0.0% | 0.06% | +3.2% |
| Q2 2022 | $302,000 | -17.3% | 1,390 | 0.0% | 0.06% | -6.1% |
| Q1 2022 | $365,000 | -5.4% | 1,390 | 0.0% | 0.07% | -2.9% |
| Q4 2021 | $386,000 | +9.0% | 1,390 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $354,000 | -0.6% | 1,390 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $356,000 | +7.9% | 1,390 | 0.0% | 0.07% | +1.5% |
| Q1 2021 | $330,000 | +6.1% | 1,390 | 0.0% | 0.07% | +1.5% |
| Q4 2020 | $311,000 | +14.3% | 1,390 | 0.0% | 0.06% | +8.3% |
| Q3 2020 | $272,000 | +8.8% | 1,390 | 0.0% | 0.06% | -3.2% |
| Q2 2020 | $250,000 | +21.4% | 1,390 | 0.0% | 0.06% | +10.7% |
| Q1 2020 | $206,000 | -21.4% | 1,390 | 0.0% | 0.06% | +5.7% |
| Q4 2019 | $262,000 | +8.3% | 1,390 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $242,000 | +0.8% | 1,390 | 0.0% | 0.05% | -3.6% |
| Q2 2019 | $240,000 | +3.4% | 1,390 | 0.0% | 0.06% | -1.8% |
| Q1 2019 | $232,000 | +13.7% | 1,390 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $204,000 | -14.6% | 1,390 | 0.0% | 0.06% | -5.1% |
| Q3 2018 | $239,000 | +5.8% | 1,390 | 0.0% | 0.06% | -1.7% |
| Q2 2018 | $226,000 | – | 1,390 | – | 0.06% | – |
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% |