ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 194 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $207,000 | -21.0% | 747 | -66.8% | 0.01% | -60.0% |
| Q3 2014 | $262,000 | -1.1% | 2,247 | 0.0% | 0.03% | +3.4% |
| Q2 2014 | $265,000 | -28.0% | 2,247 | -31.4% | 0.03% | -34.1% |
| Q1 2014 | $368,000 | +1.7% | 3,274 | 0.0% | 0.04% | -2.2% |
| Q4 2013 | $362,000 | +21.5% | 3,274 | +10.9% | 0.04% | +15.4% |
| Q3 2013 | $298,000 | +2.8% | 2,951 | -1.8% | 0.04% | -7.1% |
| Q2 2013 | $290,000 | – | 3,006 | – | 0.04% | – |
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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% |