ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 316 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.16 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,525,390 | +284.4% | 15,975 | +383.5% | 0.01% | +300.0% |
| Q4 2021 | $917,000 | -40.5% | 3,304 | -61.4% | 0.00% | -60.0% |
| Q2 2020 | $1,540,000 | +18.7% | 8,552 | -2.2% | 0.01% | 0.0% |
| Q1 2020 | $1,297,000 | -53.5% | 8,744 | -40.9% | 0.01% | -37.5% |
| Q4 2019 | $2,788,000 | -92.2% | 14,788 | -0.6% | 0.01% | -91.3% |
| Q3 2019 | $35,887,000 | +8695.8% | 14,876 | +528.7% | 0.09% | +9100.0% |
| Q2 2019 | $408,000 | -90.7% | 2,366 | -91.0% | 0.00% | -93.3% |
| Q1 2019 | $4,382,000 | -32.4% | 26,287 | -40.4% | 0.02% | -34.8% |
| Q4 2018 | $6,483,000 | +452.7% | 44,133 | +548.1% | 0.02% | +475.0% |
| Q3 2018 | $1,173,000 | -86.1% | 6,810 | -86.9% | 0.00% | -86.2% |
| Q2 2018 | $8,421,000 | +7625.7% | 51,885 | +7333.4% | 0.03% | – |
| Q1 2018 | $109,000 | -58.7% | 698 | -58.1% | 0.00% | -100.0% |
| Q4 2017 | $264,000 | +234.2% | 1,667 | +215.1% | 0.00% | – |
| Q3 2017 | $79,000 | -93.1% | 529 | -93.9% | 0.00% | -100.0% |
| Q4 2016 | $1,151,000 | +1414.5% | 8,659 | +1317.2% | 0.01% | – |
| Q2 2016 | $76,000 | -70.2% | 611 | -71.0% | 0.00% | -100.0% |
| Q1 2016 | $255,000 | -65.3% | 2,108 | -65.5% | 0.00% | -50.0% |
| Q4 2015 | $735,000 | +2726.9% | 6,112 | +2628.6% | 0.00% | – |
| Q3 2015 | $26,000 | +420.0% | 224 | +433.3% | 0.00% | – |
| Q1 2015 | $5,000 | -98.5% | 42 | -98.4% | 0.00% | -100.0% |
| Q4 2014 | $327,000 | – | 2,678 | – | 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% |