ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 359 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.47 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,030,000 | -0.4% | 7,965 | 0.0% | 0.08% | -4.8% |
| Q2 2021 | $2,038,000 | -26.1% | 7,965 | -50.2% | 0.08% | -67.3% |
| Q3 2018 | $2,757,000 | +6.2% | 16,003 | 0.0% | 0.26% | +1.2% |
| Q2 2018 | $2,597,000 | +3.8% | 16,003 | 0.0% | 0.25% | +1.6% |
| Q1 2018 | $2,502,000 | -1.1% | 16,003 | 0.0% | 0.25% | -3.8% |
| Q4 2017 | $2,531,000 | +4.7% | 16,003 | -1.2% | 0.26% | +1.6% |
| Q3 2017 | $2,418,000 | +3.7% | 16,195 | 0.0% | 0.26% | -1.5% |
| Q2 2017 | $2,332,000 | +2.9% | 16,195 | 0.0% | 0.26% | +2.4% |
| Q1 2017 | $2,266,000 | +5.2% | 16,195 | 0.0% | 0.25% | +3.3% |
| Q4 2016 | $2,154,000 | -0.8% | 16,195 | -4.4% | 0.25% | -7.2% |
| Q3 2016 | $2,172,000 | +3.4% | 16,941 | 0.0% | 0.26% | -12.8% |
| Q2 2016 | $2,101,000 | +2.6% | 16,941 | 0.0% | 0.30% | -5.3% |
| Q1 2016 | $2,048,000 | +0.5% | 16,941 | 0.0% | 0.32% | -6.1% |
| Q4 2015 | $2,038,000 | -0.4% | 16,941 | -5.8% | 0.34% | -10.9% |
| Q3 2015 | $2,047,000 | -8.2% | 17,975 | 0.0% | 0.38% | -13.7% |
| Q2 2015 | $2,229,000 | +0.1% | 17,975 | 0.0% | 0.44% | -10.1% |
| Q1 2015 | $2,226,000 | +3.5% | 17,975 | +2.2% | 0.50% | +6.2% |
| Q4 2014 | $2,151,000 | -4.1% | 17,593 | -8.4% | 0.47% | -2.9% |
| Q3 2014 | $2,244,000 | -0.8% | 19,211 | 0.0% | 0.48% | +7.9% |
| Q2 2014 | $2,262,000 | +5.6% | 19,211 | +0.7% | 0.44% | -5.9% |
| Q1 2014 | $2,143,000 | +1.3% | 19,085 | -0.2% | 0.47% | -10.8% |
| Q4 2013 | $2,115,000 | -0.2% | 19,115 | -8.8% | 0.53% | -7.8% |
| Q3 2013 | $2,120,000 | – | 20,965 | – | 0.58% | – |
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% |