ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,168,046 | -3.7% | 8,847 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $2,251,385 | -47.9% | 8,847 | -51.8% | 0.02% | -51.5% |
| Q1 2023 | $4,322,128 | -27.4% | 18,360 | -31.9% | 0.03% | -28.3% |
| Q4 2022 | $5,951,078 | +332.5% | 26,967 | +305.8% | 0.05% | +318.2% |
| Q3 2022 | $1,376,000 | -50.9% | 6,645 | -48.5% | 0.01% | -47.6% |
| Q2 2022 | $2,803,000 | +60.8% | 12,895 | +94.1% | 0.02% | +90.9% |
| Q1 2022 | $1,743,000 | -5.5% | 6,645 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $1,844,000 | -22.3% | 6,645 | -28.6% | 0.01% | -25.0% |
| Q3 2021 | $2,373,000 | -0.4% | 9,310 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $2,383,000 | +7.9% | 9,310 | 0.0% | 0.02% | +6.7% |
| Q1 2021 | $2,209,000 | +6.2% | 9,310 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $2,081,000 | +14.2% | 9,310 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $1,822,000 | +8.7% | 9,310 | 0.0% | 0.02% | +6.7% |
| Q2 2020 | $1,676,000 | -37.7% | 9,310 | -48.7% | 0.02% | -48.3% |
| Q1 2020 | $2,691,000 | -21.3% | 18,140 | 0.0% | 0.03% | +7.4% |
| Q4 2019 | $3,419,000 | +8.5% | 18,140 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $3,152,000 | -34.4% | 18,140 | -35.0% | 0.03% | -42.2% |
| Q2 2019 | $4,807,000 | +3.1% | 27,890 | -0.3% | 0.04% | -2.2% |
| Q1 2019 | $4,663,000 | -33.4% | 27,970 | -41.3% | 0.05% | -40.3% |
| Q4 2018 | $7,000,000 | +189.5% | 47,645 | +239.5% | 0.08% | +250.0% |
| Q3 2018 | $2,418,000 | +6.1% | 14,034 | 0.0% | 0.02% | +4.8% |
| Q2 2018 | $2,278,000 | +41.6% | 14,034 | +36.3% | 0.02% | +31.2% |
| Q1 2018 | $1,609,000 | -25.7% | 10,294 | -24.8% | 0.02% | -20.0% |
| Q4 2017 | $2,166,000 | +1.0% | 13,694 | -4.7% | 0.02% | -4.8% |
| Q3 2017 | $2,144,000 | +3.6% | 14,364 | 0.0% | 0.02% | -4.5% |
| Q2 2017 | $2,069,000 | +9.0% | 14,364 | +5.9% | 0.02% | +10.0% |
| Q1 2017 | $1,898,000 | +5.2% | 13,570 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $1,805,000 | -17.7% | 13,570 | -20.7% | 0.02% | -23.1% |
| Q3 2016 | $2,193,000 | -2.7% | 17,110 | -5.9% | 0.03% | -10.3% |
| Q2 2016 | $2,255,000 | -20.0% | 18,185 | -22.1% | 0.03% | -25.6% |
| Q1 2016 | $2,820,000 | -30.7% | 23,335 | -31.1% | 0.04% | -30.4% |
| Q4 2015 | $4,072,000 | +1915.8% | 33,845 | +1951.2% | 0.06% | +1766.7% |
| Q4 2014 | $202,000 | -16.5% | 1,650 | -20.5% | 0.00% | -25.0% |
| Q3 2014 | $242,000 | -0.8% | 2,075 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $244,000 | +4.7% | 2,075 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $233,000 | – | 2,075 | – | 0.00% | – |
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% |