ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,972,737 | +6.6% | 52,936 | +10.7% | 0.05% | +6.4% |
| Q2 2023 | $12,173,856 | +389837.7% | 47,838 | +260.7% | 0.05% | +261.5% |
| Q1 2023 | $3,122 | +7.8% | 13,264 | +1.1% | 0.01% | -13.3% |
| Q4 2022 | $2,896 | -99.9% | 13,124 | -0.0% | 0.02% | +7.1% |
| Q3 2022 | $2,717,000 | +3.3% | 13,126 | +8.5% | 0.01% | 0.0% |
| Q2 2022 | $2,629,000 | +3.0% | 12,098 | +24.4% | 0.01% | +16.7% |
| Q1 2022 | $2,552,000 | +46.9% | 9,728 | +55.3% | 0.01% | +50.0% |
| Q4 2021 | $1,737,000 | +9.5% | 6,266 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $1,587,000 | -9.6% | 6,231 | -9.3% | 0.01% | -20.0% |
| Q2 2021 | $1,756,000 | +7.9% | 6,867 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $1,628,000 | +6.1% | 6,867 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $1,535,000 | +1515.8% | 6,867 | +1307.2% | 0.01% | +1100.0% |
| Q3 2020 | $95,000 | +8.0% | 488 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $88,000 | +22.2% | 488 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $72,000 | -92.9% | 488 | -92.0% | 0.00% | -93.3% |
| Q1 2019 | $1,021,000 | +13.4% | 6,127 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $900,000 | -14.8% | 6,127 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $1,056,000 | +6.2% | 6,127 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $994,000 | +695.2% | 6,127 | +664.0% | 0.02% | +700.0% |
| Q1 2018 | $125,000 | – | 802 | – | 0.00% | – |
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% |