ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 497 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $2,373,000 | +7.9% | 9,274 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $2,200,000 | +13.2% | 9,274 | +6.6% | 0.00% | 0.0% |
Q4 2020 | $1,944,000 | +8.0% | 8,696 | -5.5% | 0.00% | 0.0% |
Q3 2020 | $1,800,000 | +5.9% | 9,201 | -2.6% | 0.00% | 0.0% |
Q2 2020 | $1,700,000 | -16.0% | 9,442 | -30.8% | 0.00% | -50.0% |
Q1 2020 | $2,024,000 | -57.5% | 13,650 | -46.0% | 0.00% | -33.3% |
Q4 2019 | $4,766,000 | +181.8% | 25,286 | +159.9% | 0.00% | +200.0% |
Q3 2019 | $1,691,000 | -33.6% | 9,728 | -34.2% | 0.00% | -50.0% |
Q2 2019 | $2,547,000 | -95.8% | 14,779 | -96.0% | 0.00% | -96.4% |
Q1 2019 | $60,874,000 | +2520.5% | 365,167 | +2209.4% | 0.06% | +2700.0% |
Q4 2018 | $2,323,000 | -89.7% | 15,812 | -87.9% | 0.00% | -90.0% |
Q3 2018 | $22,592,000 | +373.5% | 131,120 | +346.0% | 0.02% | +300.0% |
Q2 2018 | $4,771,000 | -81.7% | 29,400 | -82.3% | 0.01% | -79.2% |
Q1 2018 | $26,022,000 | +1921.9% | 166,442 | +1945.0% | 0.02% | +2300.0% |
Q4 2017 | $1,287,000 | -54.1% | 8,139 | -56.7% | 0.00% | -66.7% |
Q3 2017 | $2,806,000 | -12.1% | 18,794 | -15.2% | 0.00% | 0.0% |
Q2 2017 | $3,191,000 | -37.7% | 22,154 | -44.6% | 0.00% | -40.0% |
Q3 2016 | $5,126,000 | -77.9% | 39,991 | -78.6% | 0.01% | -80.8% |
Q2 2016 | $23,154,000 | -44.8% | 186,699 | -46.2% | 0.03% | -48.0% |
Q1 2016 | $41,946,000 | +491.7% | 347,061 | +489.0% | 0.05% | +525.0% |
Q4 2015 | $7,089,000 | +2.6% | 58,924 | -2.9% | 0.01% | 0.0% |
Q3 2015 | $6,912,000 | -35.5% | 60,691 | -29.7% | 0.01% | -20.0% |
Q2 2015 | $10,708,000 | +55.1% | 86,369 | +55.0% | 0.01% | +42.9% |
Q1 2015 | $6,902,000 | -33.5% | 55,729 | -34.4% | 0.01% | -22.2% |
Q4 2014 | $10,382,000 | -49.1% | 84,893 | -51.4% | 0.01% | -47.1% |
Q3 2014 | $20,387,000 | +17.3% | 174,564 | +18.3% | 0.02% | +21.4% |
Q2 2014 | $17,375,000 | +197.8% | 147,575 | +184.0% | 0.01% | +133.3% |
Q1 2014 | $5,835,000 | -7.0% | 51,957 | -8.4% | 0.01% | 0.0% |
Q4 2013 | $6,275,000 | +68.1% | 56,712 | +46.4% | 0.01% | +50.0% |
Q2 2013 | $3,734,000 | -51.4% | 38,739 | -52.9% | 0.00% | -50.0% |
Q1 2013 | $7,683,000 | – | 82,209 | – | 0.01% | – |
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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% |