ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,060,931 | +1084.4% | 9,339 | +919.5% | 0.00% | – |
| Q4 2019 | $174,000 | +9.4% | 916 | -0.8% | 0.00% | – |
| Q2 2019 | $159,000 | +2.6% | 923 | -0.6% | 0.00% | – |
| Q1 2019 | $155,000 | -74.1% | 929 | -77.2% | 0.00% | -100.0% |
| Q4 2018 | $599,000 | +11880.0% | 4,078 | +15003.7% | 0.00% | – |
| Q3 2018 | $5,000 | +25.0% | 27 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | -69.2% | 27 | -73.8% | 0.00% | – |
| Q2 2015 | $13,000 | -48.0% | 103 | -49.0% | 0.00% | – |
| Q1 2015 | $25,000 | -96.6% | 202 | -96.7% | 0.00% | -100.0% |
| Q4 2014 | $738,000 | +858.4% | 6,031 | +765.3% | 0.00% | – |
| Q4 2013 | $77,000 | – | 697 | – | 0.00% | – |
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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% |