ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,223,078 | -2.2% | 37,636 | +1.6% | 0.15% | +3.5% |
| Q2 2023 | $9,426,194 | +7.3% | 37,041 | -0.7% | 0.14% | +1.4% |
| Q1 2023 | $8,785,030 | +95670.5% | 37,318 | -10.2% | 0.14% | -2.8% |
| Q4 2022 | $9,173 | -99.9% | 41,566 | -11.8% | 0.14% | -11.6% |
| Q3 2022 | $9,754,000 | -2.9% | 47,114 | +1.9% | 0.16% | +5.1% |
| Q2 2022 | $10,047,000 | -18.8% | 46,218 | -2.0% | 0.16% | -4.9% |
| Q1 2022 | $12,369,000 | -11.2% | 47,141 | -6.1% | 0.16% | -6.8% |
| Q4 2021 | $13,933,000 | +14.8% | 50,209 | +5.5% | 0.18% | -35.5% |
| Q3 2021 | $12,133,000 | -1.5% | 47,611 | -1.1% | 0.27% | -3.2% |
| Q2 2021 | $12,314,000 | +6.7% | 48,120 | -1.1% | 0.28% | 0.0% |
| Q1 2021 | $11,543,000 | +10.2% | 48,657 | +3.8% | 0.28% | 0.0% |
| Q4 2020 | $10,478,000 | -28.1% | 46,871 | -42.1% | 0.28% | -37.6% |
| Q3 2020 | $14,581,000 | 0.0% | 80,978 | 0.0% | 0.45% | 0.0% |
| Q2 2020 | $14,581,000 | -33.2% | 80,978 | -45.0% | 0.45% | -42.2% |
| Q1 2020 | $21,827,000 | +2127.2% | 147,151 | +2730.9% | 0.78% | +2796.3% |
| Q4 2019 | $980,000 | +9.5% | 5,198 | +1.0% | 0.03% | +28.6% |
| Q3 2019 | $895,000 | -11.7% | 5,149 | -12.5% | 0.02% | -16.0% |
| Q2 2019 | $1,014,000 | +19.2% | 5,883 | +15.3% | 0.02% | -3.8% |
| Q1 2019 | $851,000 | +21.1% | 5,102 | +6.6% | 0.03% | +23.8% |
| Q4 2018 | $703,000 | -10.2% | 4,785 | +5.3% | 0.02% | -8.7% |
| Q3 2018 | $783,000 | +9.8% | 4,546 | +3.5% | 0.02% | 0.0% |
| Q2 2018 | $713,000 | +8.2% | 4,394 | +4.3% | 0.02% | +9.5% |
| Q1 2018 | $659,000 | -8.7% | 4,214 | -7.7% | 0.02% | -12.5% |
| Q4 2017 | $722,000 | +11.4% | 4,568 | +5.2% | 0.02% | +9.1% |
| Q3 2017 | $648,000 | -4.6% | 4,343 | -7.9% | 0.02% | -8.3% |
| Q2 2017 | $679,000 | +2.1% | 4,716 | -0.9% | 0.02% | +4.3% |
| Q1 2017 | $665,000 | +4.9% | 4,759 | -0.1% | 0.02% | 0.0% |
| Q4 2016 | $634,000 | +8.6% | 4,764 | +4.5% | 0.02% | -4.2% |
| Q3 2016 | $584,000 | -1.4% | 4,558 | -4.5% | 0.02% | -4.0% |
| Q2 2016 | $592,000 | +5.9% | 4,773 | +3.2% | 0.02% | +4.2% |
| Q1 2016 | $559,000 | -47.2% | 4,623 | -47.5% | 0.02% | -47.8% |
| Q4 2015 | $1,058,000 | – | 8,800 | – | 0.05% | – |
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% |