ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 349 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.56 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $88,451,000 | +9.2% | 509,015 | +8.3% | 0.46% | +9.5% |
| Q2 2019 | $81,004,000 | +1869.0% | 469,970 | +1804.0% | 0.42% | +1818.2% |
| Q1 2019 | $4,114,000 | -28.7% | 24,683 | -37.2% | 0.02% | -33.3% |
| Q4 2018 | $5,773,000 | +41.6% | 39,288 | +66.0% | 0.03% | +57.1% |
| Q3 2018 | $4,078,000 | -23.8% | 23,667 | -28.2% | 0.02% | -27.6% |
| Q2 2018 | $5,352,000 | +5.6% | 32,974 | +1.7% | 0.03% | +3.6% |
| Q1 2018 | $5,070,000 | -74.1% | 32,431 | -73.8% | 0.03% | -75.4% |
| Q4 2017 | $19,564,000 | +248.2% | 123,686 | +228.7% | 0.11% | +245.5% |
| Q3 2017 | $5,618,000 | +4.2% | 37,632 | +0.5% | 0.03% | 0.0% |
| Q2 2017 | $5,391,000 | +49.0% | 37,434 | +44.8% | 0.03% | +43.5% |
| Q1 2017 | $3,618,000 | +3.0% | 25,858 | -2.1% | 0.02% | +9.5% |
| Q4 2016 | $3,512,000 | +23.3% | 26,423 | +18.9% | 0.02% | +16.7% |
| Q3 2016 | $2,848,000 | +3.4% | 22,230 | +0.0% | 0.02% | +5.9% |
| Q2 2016 | $2,754,000 | +5.1% | 22,224 | +2.5% | 0.02% | +6.2% |
| Q1 2016 | $2,621,000 | -0.6% | 21,689 | -1.1% | 0.02% | 0.0% |
| Q4 2015 | $2,637,000 | +11.5% | 21,924 | +5.5% | 0.02% | 0.0% |
| Q3 2015 | $2,366,000 | -13.3% | 20,776 | -5.7% | 0.02% | -11.1% |
| Q2 2015 | $2,729,000 | +0.1% | 22,021 | +0.0% | 0.02% | 0.0% |
| Q1 2015 | $2,725,000 | +1.1% | 22,011 | -0.2% | 0.02% | 0.0% |
| Q4 2014 | $2,696,000 | +11.2% | 22,052 | +6.2% | 0.02% | +5.9% |
| Q3 2014 | $2,425,000 | -0.8% | 20,772 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $2,445,000 | +25.4% | 20,772 | +19.6% | 0.02% | +142.9% |
| Q1 2014 | $1,950,000 | +1.5% | 17,368 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $1,921,000 | +9.4% | 17,368 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $1,756,000 | +4.9% | 17,368 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $1,674,000 | – | 17,368 | – | 0.01% | – |
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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% |