ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 469 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,088 | +7.3% | 6,635 | -11.2% | 1.24% | +6.1% |
| Q2 2023 | $1,946 | -100.0% | 7,473 | -71.3% | 1.17% | -71.5% |
| Q2 2022 | $6,044,000 | -36.7% | 26,069 | -28.4% | 4.10% | -36.6% |
| Q4 2021 | $9,553,000 | +0.7% | 36,401 | -0.7% | 6.46% | +1.5% |
| Q3 2021 | $9,489,000 | -2.1% | 36,643 | -3.2% | 6.37% | -3.8% |
| Q2 2021 | $9,695,000 | +8.5% | 37,843 | +4.2% | 6.62% | -1.5% |
| Q1 2021 | $8,937,000 | +8.5% | 36,332 | +2.0% | 6.72% | +5.6% |
| Q4 2020 | $8,240,000 | +17.5% | 35,619 | +1.4% | 6.36% | +7.6% |
| Q3 2020 | $7,015,000 | +7.0% | 35,141 | -0.6% | 5.91% | -0.4% |
| Q2 2020 | $6,557,000 | +15.1% | 35,353 | +2.3% | 5.94% | -3.5% |
| Q1 2020 | $5,697,000 | -9.6% | 34,575 | +4.2% | 6.15% | -2.6% |
| Q4 2019 | $6,304,000 | +16.5% | 33,197 | +3.5% | 6.32% | +4.0% |
| Q3 2019 | $5,410,000 | +0.6% | 32,086 | +4.7% | 6.07% | +1.0% |
| Q2 2019 | $5,377,000 | +3.8% | 30,649 | +0.9% | 6.01% | +2.5% |
| Q1 2019 | $5,181,000 | +15.6% | 30,361 | -0.5% | 5.87% | -2.8% |
| Q4 2018 | $4,483,000 | – | 30,511 | – | 6.04% | – |
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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% |