ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 457 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478 | -18.0% | 1,954 | -14.8% | 0.06% | -14.5% |
| Q2 2023 | $583 | +8.0% | 2,294 | 0.0% | 0.08% | +2.7% |
| Q1 2023 | $540 | -1.6% | 2,294 | -7.8% | 0.07% | -8.6% |
| Q4 2022 | $549 | -99.9% | 2,488 | -2.1% | 0.08% | -5.8% |
| Q3 2022 | $526,000 | -4.9% | 2,542 | -0.1% | 0.09% | 0.0% |
| Q2 2022 | $553,000 | -17.5% | 2,545 | -0.4% | 0.09% | -9.5% |
| Q1 2022 | $670,000 | -5.5% | 2,555 | 0.0% | 0.10% | -4.0% |
| Q4 2021 | $709,000 | +8.9% | 2,555 | 0.0% | 0.10% | +2.1% |
| Q3 2021 | $651,000 | -0.5% | 2,555 | -0.0% | 0.10% | -1.0% |
| Q2 2021 | $654,000 | +7.9% | 2,556 | +0.0% | 0.10% | +1.0% |
| Q1 2021 | $606,000 | +4.3% | 2,555 | -1.7% | 0.10% | -4.9% |
| Q4 2020 | $581,000 | +10.9% | 2,600 | -2.9% | 0.10% | -7.3% |
| Q3 2020 | $524,000 | +8.7% | 2,678 | +0.1% | 0.11% | +3.8% |
| Q2 2020 | $482,000 | -39.3% | 2,676 | -50.0% | 0.11% | +6.0% |
| Q1 2020 | $794,000 | +57.5% | 5,348 | +100.1% | 0.10% | -7.4% |
| Q4 2019 | $504,000 | +8.6% | 2,672 | +0.1% | 0.11% | +0.9% |
| Q3 2019 | $464,000 | +11.5% | 2,669 | +0.4% | 0.11% | +8.1% |
| Q1 2018 | $416,000 | -3.9% | 2,658 | -2.9% | 0.10% | -18.9% |
| Q4 2017 | $433,000 | – | 2,736 | – | 0.12% | – |
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% |