ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
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 ↓ |
---|---|---|---|
TLWM | 205,975 | $54,038,000 | 18.84% |
Georgetown University | 236,989 | $62,179,000 | 15.86% |
Family Firm, Inc. | 223,836 | $58,728,000 | 15.39% |
PITCAIRN CO | 656,312 | $172,197,000 | 15.00% |
AlphaCore Capital LLC | 140,122 | $36,764,000 | 14.27% |
SCS Capital Management LLC | 2,333,855 | $612,334,000 | 14.05% |
Wind River Trust Co | 127,517 | $33,457,000 | 13.39% |
Wealthstream Advisors, Inc. | 57,385 | $15,056,000 | 13.17% |
Evensky & Katz LLC | 444,876 | $116,722,000 | 11.54% |
Wealth CMT | 79,116 | $20,758,000 | 10.59% |