ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 243 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.80 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $38,751,000 | +0.8% | 223 | 0.0% | 0.00% | – |
| Q2 2019 | $38,436,000 | +3.4% | 223 | 0.0% | 0.00% | – |
| Q1 2019 | $37,174,000 | +13.5% | 223 | 0.0% | 0.00% | – |
| Q4 2018 | $32,763,000 | +301.6% | 223 | -99.6% | 0.00% | -100.0% |
| Q3 2016 | $8,159,000 | -41.3% | 63,648 | -43.2% | 0.01% | -43.8% |
| Q2 2016 | $13,909,000 | +2.6% | 112,148 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $13,554,000 | +0.5% | 112,148 | 0.0% | 0.02% | +6.7% |
| Q4 2015 | $13,493,000 | +5.6% | 112,148 | 0.0% | 0.02% | +7.1% |
| Q3 2015 | $12,773,000 | +58.1% | 112,148 | +72.1% | 0.01% | +75.0% |
| Q2 2015 | $8,077,000 | +0.1% | 65,148 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $8,069,000 | -26.3% | 65,148 | -27.2% | 0.01% | -20.0% |
| Q4 2014 | $10,951,000 | +4.7% | 89,548 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $10,458,000 | -0.8% | 89,548 | 0.0% | 0.01% | -9.1% |
| Q2 2014 | $10,543,000 | +4.8% | 89,548 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $10,057,000 | +1.5% | 89,548 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $9,908,000 | -14.9% | 89,548 | -22.2% | 0.01% | -21.4% |
| Q3 2013 | $11,636,000 | +56.7% | 115,048 | +49.3% | 0.01% | +40.0% |
| Q2 2013 | $7,427,000 | – | 77,048 | – | 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% |