ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 354 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $999,000 | +97.4% | 4,547 | +139.3% | 0.00% | +100.0% |
| Q1 2022 | $506,000 | +2.8% | 1,900 | -1.2% | 0.00% | – |
| Q2 2021 | $492,000 | -43.4% | 1,923 | -60.8% | 0.00% | -100.0% |
| Q2 2020 | $870,000 | -43.4% | 4,900 | -52.0% | 0.00% | -60.0% |
| Q1 2020 | $1,536,000 | -35.0% | 10,200 | -28.1% | 0.01% | -28.6% |
| Q1 2019 | $2,363,000 | +109.3% | 14,177 | +98.4% | 0.01% | +75.0% |
| Q4 2017 | $1,129,000 | +48.9% | 7,144 | +40.7% | 0.00% | +33.3% |
| Q3 2017 | $758,000 | +3.3% | 5,079 | -0.5% | 0.00% | 0.0% |
| Q2 2017 | $734,000 | -20.1% | 5,104 | -22.2% | 0.00% | -40.0% |
| Q1 2017 | $919,000 | +72.7% | 6,557 | +63.9% | 0.01% | +150.0% |
| Q4 2016 | $532,000 | – | 4,000 | – | 0.00% | – |
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% |