ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 205 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.96 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $529,986 | +2.9% | 1,717 | 0.0% | 0.04% | -2.5% |
| Q1 2024 | $515,237 | +9.6% | 1,717 | 0.0% | 0.04% | 0.0% |
| Q4 2023 | $470,012 | +279.8% | 1,717 | +240.0% | 0.04% | +233.3% |
| Q3 2023 | $123,755 | -3.7% | 505 | 0.0% | 0.01% | +9.1% |
| Q2 2023 | $128,512 | +8.1% | 505 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $118,882 | +6.7% | 505 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $111,443 | +6.1% | 505 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $105,000 | -4.5% | 505 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $110,000 | -16.7% | 505 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $132,000 | -5.7% | 505 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $140,000 | +8.5% | 505 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $129,000 | 0.0% | 505 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $129,000 | +7.5% | 505 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $120,000 | +6.2% | 505 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $113,000 | -23.6% | 505 | -33.1% | 0.01% | -26.7% |
| Q3 2020 | $148,000 | -34.8% | 755 | -59.7% | 0.02% | -57.1% |
| Q1 2016 | $227,000 | -15.3% | 1,875 | -15.7% | 0.04% | -16.7% |
| Q4 2015 | $268,000 | -9.2% | 2,225 | -14.1% | 0.04% | -6.7% |
| Q3 2015 | $295,000 | -8.1% | 2,590 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $321,000 | 0.0% | 2,590 | 0.0% | 0.04% | -2.2% |
| Q1 2015 | $321,000 | -2.4% | 2,590 | -3.7% | 0.05% | -11.5% |
| Q4 2014 | $329,000 | -5.7% | 2,690 | -10.0% | 0.05% | -1.9% |
| Q3 2014 | $349,000 | -0.9% | 2,990 | 0.0% | 0.05% | -8.6% |
| Q2 2014 | $352,000 | +3.8% | 2,990 | -0.8% | 0.06% | +5.5% |
| Q1 2014 | $339,000 | -7.6% | 3,015 | -9.0% | 0.06% | -9.8% |
| Q4 2013 | $367,000 | +20.7% | 3,315 | +10.1% | 0.06% | +8.9% |
| Q3 2013 | $304,000 | +4.8% | 3,010 | 0.0% | 0.06% | -9.7% |
| Q2 2013 | $290,000 | – | 3,010 | – | 0.06% | – |
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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% |