ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,023,000 | +8.0% | 3,675 | 0.0% | 0.08% | 0.0% |
| Q3 2021 | $947,000 | -20.8% | 3,675 | -21.3% | 0.08% | -22.1% |
| Q2 2021 | $1,196,000 | +8.4% | 4,670 | 0.0% | 0.10% | 0.0% |
| Q1 2021 | $1,103,000 | +6.1% | 4,670 | 0.0% | 0.10% | -1.9% |
| Q4 2020 | $1,040,000 | +13.8% | 4,670 | 0.0% | 0.11% | +1.9% |
| Q3 2020 | $914,000 | +30.0% | 4,670 | 0.0% | 0.10% | +8.3% |
| Q1 2020 | $703,000 | +2.8% | 4,670 | +28.5% | 0.10% | +29.7% |
| Q4 2019 | $684,000 | +8.7% | 3,635 | 0.0% | 0.07% | +4.2% |
| Q3 2019 | $629,000 | +0.3% | 3,635 | 0.0% | 0.07% | -1.4% |
| Q2 2019 | $627,000 | +3.5% | 3,635 | 0.0% | 0.07% | +1.4% |
| Q1 2019 | $606,000 | -32.1% | 3,635 | -40.2% | 0.07% | -39.3% |
| Q4 2018 | $893,000 | – | 6,075 | – | 0.12% | – |
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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% |