ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 457 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $262 | -99.9% | 1,185 | 0.0% | 0.14% | -6.8% |
| Q3 2022 | $245,000 | -5.0% | 1,185 | 0.0% | 0.15% | -6.9% |
| Q2 2022 | $258,000 | -17.0% | 1,185 | 0.0% | 0.16% | -3.6% |
| Q1 2022 | $311,000 | -5.5% | 1,185 | 0.0% | 0.16% | 0.0% |
| Q4 2021 | $329,000 | +8.9% | 1,185 | 0.0% | 0.16% | +3.1% |
| Q3 2021 | $302,000 | -3.5% | 1,185 | -3.3% | 0.16% | -5.9% |
| Q2 2021 | $313,000 | +7.6% | 1,225 | 0.0% | 0.17% | +3.7% |
| Q1 2021 | $291,000 | +7.8% | 1,225 | +1.4% | 0.16% | +2.5% |
| Q4 2020 | $270,000 | +14.4% | 1,208 | 0.0% | 0.16% | -3.0% |
| Q3 2020 | $236,000 | +8.3% | 1,208 | 0.0% | 0.16% | +3.1% |
| Q2 2020 | $218,000 | +8.5% | 1,208 | -11.0% | 0.16% | -11.1% |
| Q1 2020 | $201,000 | -21.5% | 1,358 | 0.0% | 0.18% | -2.2% |
| Q4 2019 | $256,000 | -24.3% | 1,358 | -30.3% | 0.18% | -24.3% |
| Q3 2019 | $338,000 | +0.6% | 1,947 | 0.0% | 0.24% | -2.4% |
| Q2 2019 | $336,000 | -10.6% | 1,947 | -13.6% | 0.25% | -12.3% |
| Q1 2019 | $376,000 | +13.6% | 2,253 | +0.0% | 0.28% | +2.2% |
| Q4 2018 | $331,000 | -14.5% | 2,252 | +0.2% | 0.28% | -20.3% |
| Q3 2018 | $387,000 | +6.0% | 2,248 | +0.1% | 0.35% | +4.8% |
| Q2 2018 | $365,000 | +4.0% | 2,246 | 0.0% | 0.33% | +0.3% |
| Q1 2018 | $351,000 | -1.1% | 2,246 | +0.0% | 0.33% | -2.4% |
| Q4 2017 | $355,000 | – | 2,245 | – | 0.34% | – |
Download | ||||||
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% |