ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,774,904 | -6.8% | 15,404 | -3.2% | 0.00% | – |
| Q2 2023 | $4,050,049 | +3.8% | 15,915 | -4.0% | 0.00% | – |
| Q1 2023 | $3,901,685 | -45.1% | 16,574 | -48.5% | 0.00% | – |
| Q4 2022 | $7,105,014 | -61.2% | 32,196 | -63.6% | 0.00% | -100.0% |
| Q3 2022 | $18,301,000 | -6.0% | 88,394 | -1.3% | 0.00% | 0.0% |
| Q2 2022 | $19,479,000 | -18.4% | 89,602 | -1.6% | 0.00% | 0.0% |
| Q1 2022 | $23,880,000 | -1.1% | 91,018 | +4.6% | 0.00% | 0.0% |
| Q4 2021 | $24,153,000 | +5.4% | 87,037 | -3.2% | 0.00% | 0.0% |
| Q3 2021 | $22,925,000 | -4.3% | 89,956 | -3.9% | 0.00% | 0.0% |
| Q2 2021 | $23,949,000 | +5.2% | 93,582 | -2.5% | 0.00% | 0.0% |
| Q1 2021 | $22,766,000 | +1.3% | 95,966 | -4.6% | 0.00% | 0.0% |
| Q4 2020 | $22,477,000 | +11.4% | 100,547 | -2.4% | 0.00% | 0.0% |
| Q3 2020 | $20,171,000 | +2.8% | 103,065 | -5.4% | 0.00% | 0.0% |
| Q2 2020 | $19,624,000 | +29.0% | 108,984 | +6.3% | 0.00% | 0.0% |
| Q1 2020 | $15,210,000 | -28.2% | 102,541 | -8.8% | 0.00% | 0.0% |
| Q4 2019 | $21,186,000 | +0.1% | 112,397 | -7.7% | 0.00% | -50.0% |
| Q3 2019 | $21,170,000 | +0.5% | 121,830 | -0.3% | 0.00% | 0.0% |
| Q2 2019 | $21,072,000 | +1.8% | 122,256 | -1.6% | 0.00% | 0.0% |
| Q1 2019 | $20,703,000 | -3.8% | 124,193 | -15.2% | 0.00% | 0.0% |
| Q4 2018 | $21,510,000 | -11.4% | 146,406 | +4.0% | 0.00% | 0.0% |
| Q3 2018 | $24,267,000 | +1.9% | 140,841 | -4.0% | 0.00% | 0.0% |
| Q2 2018 | $23,803,000 | +18.9% | 146,653 | +14.5% | 0.00% | 0.0% |
| Q1 2018 | $20,016,000 | -3.2% | 128,028 | -2.1% | 0.00% | 0.0% |
| Q4 2017 | $20,687,000 | +1.8% | 130,800 | -4.0% | 0.00% | 0.0% |
| Q3 2017 | $20,325,000 | +1.8% | 136,187 | -1.7% | 0.00% | 0.0% |
| Q2 2017 | $19,957,000 | +1.9% | 138,559 | -1.0% | 0.00% | 0.0% |
| Q1 2017 | $19,591,000 | -18.3% | 140,018 | -22.4% | 0.00% | 0.0% |
| Q4 2016 | $23,993,000 | +491.8% | 180,425 | +470.6% | 0.00% | – |
| Q3 2016 | $4,054,000 | +3.4% | 31,620 | 0.0% | 0.00% | – |
| Q2 2016 | $3,922,000 | +1.8% | 31,620 | -0.8% | 0.00% | – |
| Q1 2016 | $3,854,000 | +17.8% | 31,882 | +17.2% | 0.00% | – |
| Q4 2015 | $3,271,000 | -5.9% | 27,195 | -10.9% | 0.00% | – |
| Q3 2015 | $3,476,000 | +20.9% | 30,525 | +31.6% | 0.00% | – |
| Q2 2015 | $2,875,000 | +6.4% | 23,198 | +6.3% | 0.00% | – |
| Q1 2015 | $2,703,000 | +8.4% | 21,818 | +7.0% | 0.00% | – |
| Q4 2014 | $2,494,000 | +11.0% | 20,394 | +6.1% | 0.00% | – |
| Q3 2014 | $2,247,000 | -6.3% | 19,226 | -5.6% | 0.00% | – |
| Q2 2014 | $2,398,000 | +4.8% | 20,363 | -0.1% | 0.00% | – |
| Q1 2014 | $2,288,000 | +3.4% | 20,376 | +1.9% | 0.00% | – |
| Q4 2013 | $2,213,000 | +113.4% | 20,001 | +95.0% | 0.00% | – |
| Q3 2013 | $1,037,000 | +91.7% | 10,255 | +83.0% | 0.00% | – |
| Q2 2013 | $541,000 | – | 5,605 | – | 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% |