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 | $2,023,460 | -5.6% | 8,257 | -1.9% | 0.06% | -3.4% |
| Q2 2023 | $2,142,467 | +2.9% | 8,419 | -4.8% | 0.06% | -14.7% |
| Q1 2023 | $2,082,437 | +3.0% | 8,846 | -3.5% | 0.07% | -8.1% |
| Q4 2022 | $2,022,532 | -4.5% | 9,165 | -10.4% | 0.07% | -9.8% |
| Q3 2022 | $2,118,000 | -9.4% | 10,229 | -4.9% | 0.08% | -4.7% |
| Q2 2022 | $2,338,000 | -22.6% | 10,755 | -6.6% | 0.09% | -10.4% |
| Q1 2022 | $3,020,000 | -13.5% | 11,509 | -8.6% | 0.10% | -10.3% |
| Q4 2021 | $3,493,000 | +3.1% | 12,588 | -5.3% | 0.11% | -7.0% |
| Q3 2021 | $3,388,000 | -2.8% | 13,294 | -2.4% | 0.12% | -4.2% |
| Q2 2021 | $3,487,000 | +4.8% | 13,627 | -2.9% | 0.12% | -17.8% |
| Q1 2021 | $3,328,000 | -47.1% | 14,028 | -50.1% | 0.15% | -1.4% |
| Q4 2020 | $6,286,000 | +133.2% | 28,120 | +104.2% | 0.15% | 0.0% |
| Q3 2020 | $2,696,000 | -46.8% | 13,774 | -51.0% | 0.15% | -2.0% |
| Q2 2020 | $5,066,000 | +35.2% | 28,130 | +11.4% | 0.15% | +6.3% |
| Q1 2020 | $3,746,000 | +712.6% | 25,256 | +931.7% | 0.14% | +407.1% |
| Q4 2019 | $461,000 | +8.5% | 2,448 | 0.0% | 0.03% | -6.7% |
| Q3 2019 | $425,000 | +10.1% | 2,448 | +9.2% | 0.03% | -3.2% |
| Q2 2019 | $386,000 | -48.5% | 2,242 | -50.2% | 0.03% | 0.0% |
| Q1 2019 | $750,000 | -23.0% | 4,504 | -32.1% | 0.03% | -41.5% |
| Q4 2018 | $974,000 | -15.0% | 6,632 | -0.3% | 0.05% | +1.9% |
| Q3 2018 | $1,146,000 | +106.1% | 6,654 | +94.2% | 0.05% | -3.7% |
| Q2 2018 | $556,000 | -5.3% | 3,427 | -8.7% | 0.05% | 0.0% |
| Q1 2018 | $587,000 | -59.8% | 3,753 | -59.4% | 0.05% | -19.4% |
| Q4 2017 | $1,460,000 | +4.6% | 9,236 | -1.2% | 0.07% | 0.0% |
| Q3 2017 | $1,396,000 | -0.1% | 9,346 | -6.5% | 0.07% | -8.2% |
| Q1 2017 | $1,398,000 | +2.6% | 10,000 | -2.3% | 0.07% | -6.4% |
| Q4 2016 | $1,362,000 | +107.0% | 10,240 | +99.6% | 0.08% | +4.0% |
| Q3 2016 | $658,000 | +3.5% | 5,130 | 0.0% | 0.08% | 0.0% |
| Q2 2016 | $636,000 | +2.9% | 5,130 | +0.3% | 0.08% | +1.4% |
| Q1 2016 | $618,000 | +0.2% | 5,115 | -0.3% | 0.07% | +2.8% |
| Q4 2015 | $617,000 | +5.1% | 5,130 | -0.4% | 0.07% | -1.4% |
| Q3 2015 | $587,000 | -4.1% | 5,150 | +4.4% | 0.07% | +7.4% |
| Q2 2015 | $612,000 | +16.1% | 4,935 | +16.0% | 0.07% | +15.3% |
| Q1 2015 | $527,000 | -1.1% | 4,255 | -2.3% | 0.06% | -4.8% |
| Q4 2014 | $533,000 | +8.6% | 4,355 | +3.7% | 0.06% | +6.9% |
| Q3 2014 | $491,000 | -5.2% | 4,200 | -4.5% | 0.06% | -3.3% |
| Q2 2014 | $518,000 | +4.9% | 4,400 | 0.0% | 0.06% | +1.7% |
| Q1 2014 | $494,000 | +1.4% | 4,400 | 0.0% | 0.06% | 0.0% |
| Q4 2013 | $487,000 | +8.2% | 4,400 | -1.1% | 0.06% | -1.7% |
| Q3 2013 | $450,000 | +7.4% | 4,450 | +2.3% | 0.06% | 0.0% |
| Q2 2013 | $419,000 | – | 4,350 | – | 0.06% | – |
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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% |