ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 427 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $60,191 | +2.9% | 195 | 0.0% | 0.01% | 0.0% |
Q1 2024 | $58,516 | +5.8% | 195 | -3.5% | 0.01% | 0.0% |
Q4 2023 | $55,295 | +10.1% | 202 | -1.5% | 0.01% | 0.0% |
Q3 2023 | $50,237 | -3.7% | 205 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $52,168 | +8.1% | 205 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $48,259 | +6.7% | 205 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $45,239 | -24.6% | 205 | -6.0% | 0.01% | 0.0% |
Q4 2021 | $60,000 | +5.3% | 218 | -2.2% | 0.01% | -16.7% |
Q3 2021 | $57,000 | 0.0% | 223 | 0.0% | 0.01% | +20.0% |
Q2 2021 | $57,000 | +7.5% | 223 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $53,000 | +3.9% | 223 | -1.3% | 0.01% | -16.7% |
Q4 2020 | $51,000 | -12.1% | 226 | -23.6% | 0.01% | -14.3% |
Q3 2020 | $58,000 | +9.4% | 296 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $53,000 | +23.3% | 296 | +3.1% | 0.01% | 0.0% |
Q1 2020 | $43,000 | -20.4% | 287 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $54,000 | 0.0% | 287 | -7.1% | 0.01% | 0.0% |
Q3 2019 | $54,000 | +1.9% | 309 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $53,000 | +1.9% | 309 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $52,000 | +15.6% | 309 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $45,000 | -16.7% | 309 | -1.3% | 0.01% | 0.0% |
Q3 2018 | $54,000 | +8.0% | 313 | +1.6% | 0.01% | 0.0% |
Q2 2018 | $50,000 | 0.0% | 308 | -3.4% | 0.01% | 0.0% |
Q1 2018 | $50,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $50,000 | +35.1% | 319 | +28.1% | 0.01% | +16.7% |
Q3 2017 | $37,000 | +8.8% | 249 | +4.2% | 0.01% | +20.0% |
Q2 2017 | $34,000 | +3.0% | 239 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $33,000 | 0.0% | 239 | -4.0% | 0.01% | -16.7% |
Q4 2016 | $33,000 | +3.1% | 249 | -0.4% | 0.01% | +20.0% |
Q3 2016 | $32,000 | +3.2% | 250 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $31,000 | +3.3% | 250 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $30,000 | 0.0% | 250 | 0.0% | 0.01% | -16.7% |
Q4 2015 | $30,000 | +3.4% | 250 | -2.0% | 0.01% | 0.0% |
Q3 2015 | $29,000 | -9.4% | 255 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $32,000 | -13.5% | 255 | -15.6% | 0.01% | -14.3% |
Q1 2015 | $37,000 | 0.0% | 302 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $37,000 | -14.0% | 302 | -17.3% | 0.01% | -22.2% |
Q3 2014 | $43,000 | 0.0% | 365 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $43,000 | +10.3% | 365 | +5.8% | 0.01% | +12.5% |
Q1 2014 | $39,000 | -2.5% | 345 | -4.2% | 0.01% | -11.1% |
Q4 2013 | $40,000 | +8.1% | 360 | -1.4% | 0.01% | 0.0% |
Q3 2013 | $37,000 | +5.7% | 365 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $35,000 | – | 365 | – | 0.01% | – |
Download |
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% |