ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $307 | -99.9% | 1,392 | -29.7% | 0.05% | -36.0% |
| Q1 2018 | $309,000 | -2.2% | 1,979 | -1.0% | 0.08% | -3.8% |
| Q4 2017 | $316,000 | +3.3% | 1,998 | -2.7% | 0.08% | -2.5% |
| Q3 2017 | $306,000 | +24.9% | 2,053 | -4.6% | 0.08% | -15.8% |
| Q3 2015 | $245,000 | -20.7% | 2,152 | -13.7% | 0.10% | -16.7% |
| Q2 2015 | $309,000 | -22.4% | 2,494 | -22.3% | 0.11% | -19.7% |
| Q1 2015 | $398,000 | -66.3% | 3,210 | -66.7% | 0.14% | -67.5% |
| Q4 2014 | $1,180,000 | – | 9,650 | – | 0.44% | – |
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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% |