ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.52 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,832,000 | +100.4% | 23,144 | +91.2% | 0.05% | +92.3% |
| Q3 2014 | $1,413,000 | -1.2% | 12,103 | -0.3% | 0.03% | 0.0% |
| Q2 2014 | $1,430,000 | +20.4% | 12,145 | +14.7% | 0.03% | +13.0% |
| Q1 2014 | $1,188,000 | -38.4% | 10,584 | -39.2% | 0.02% | -28.1% |
| Q4 2013 | $1,930,000 | -52.6% | 17,419 | -56.7% | 0.03% | -58.4% |
| Q3 2013 | $4,075,000 | -3.3% | 40,272 | -7.8% | 0.08% | -14.4% |
| Q2 2013 | $4,213,000 | – | 43,690 | – | 0.09% | – |
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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% |