ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,746 | -0.4% | 239,721 | +3.4% | 0.88% | +5.3% |
| Q2 2023 | $59,010 | +5.2% | 231,886 | -2.7% | 0.84% | +0.8% |
| Q1 2023 | $56,091 | +21.2% | 238,268 | +13.6% | 0.83% | +27.6% |
| Q4 2022 | $46,286 | -99.9% | 209,744 | +1.5% | 0.65% | -13.8% |
| Q3 2022 | $42,781,000 | -5.8% | 206,632 | -1.1% | 0.76% | -3.3% |
| Q2 2022 | $45,416,000 | -2.8% | 208,913 | +17.3% | 0.78% | +11.9% |
| Q1 2022 | $46,746,000 | +10106.6% | 178,167 | +10704.5% | 0.70% | +8625.0% |
| Q4 2021 | $458,000 | +9.0% | 1,649 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $420,000 | -0.5% | 1,649 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $422,000 | +3.9% | 1,649 | -3.7% | 0.01% | -11.1% |
| Q1 2021 | $406,000 | +10.0% | 1,713 | +3.9% | 0.01% | 0.0% |
| Q4 2020 | $369,000 | +14.2% | 1,649 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $323,000 | +48.8% | 1,649 | +36.6% | 0.01% | +33.3% |
| Q2 2020 | $217,000 | -55.8% | 1,207 | -53.6% | 0.01% | -50.0% |
| Q4 2019 | $491,000 | +107.2% | 2,603 | +90.6% | 0.01% | +50.0% |
| Q3 2019 | $237,000 | +0.9% | 1,366 | 0.0% | 0.01% | +14.3% |
| Q2 2019 | $235,000 | +167.0% | 1,366 | +81.4% | 0.01% | -30.0% |
| Q3 2014 | $88,000 | – | 753 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 126,991 | $28,024,374 | 46.86% |
| Georgetown University | 239,940 | $52,949,959 | 20.50% |
| TLWM | 221,324 | $48,841,728 | 17.71% |
| HERON FINANCIAL GROUP, LLC | 119,456 | $26,140,556 | 17.46% |
| SCS Capital Management LLC | 2,220,218 | $489,982 | 14.41% |
| Family Firm, Inc. | 218,170 | $48,145,826 | 14.08% |
| Wind River Trust Co | 124,692 | $27,517,031 | 13.17% |
| PITCAIRN CO | 585,535 | $129,215,864 | 12.89% |
| AlphaCore Capital LLC | 148,829 | $32,843,652 | 12.74% |
| LGL PARTNERS, LLC | 300,121 | $66,230,608 | 12.00% |