ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,594 | -3.7% | 1,145 | 0.0% | 0.08% | -1.3% |
| Q2 2023 | $291,380 | +8.1% | 1,145 | 0.0% | 0.08% | +4.0% |
| Q1 2023 | $269,544 | +6.7% | 1,145 | 0.0% | 0.08% | +4.2% |
| Q4 2022 | $252,679 | +6.6% | 1,145 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $237,000 | -4.8% | 1,145 | 0.0% | 0.07% | +6.0% |
| Q2 2022 | $249,000 | -17.0% | 1,145 | 0.0% | 0.07% | -4.3% |
| Q1 2022 | $300,000 | -5.7% | 1,145 | 0.0% | 0.07% | -2.8% |
| Q4 2021 | $318,000 | +8.9% | 1,145 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $292,000 | -0.3% | 1,145 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $293,000 | +11.8% | 1,145 | +3.6% | 0.07% | +4.3% |
| Q1 2021 | $262,000 | +6.1% | 1,105 | 0.0% | 0.07% | -5.5% |
| Q4 2020 | $247,000 | +14.4% | 1,105 | 0.0% | 0.07% | -6.4% |
| Q3 2020 | $216,000 | +1.4% | 1,105 | -6.8% | 0.08% | +2.6% |
| Q2 2020 | $213,000 | -14.1% | 1,185 | -29.3% | 0.08% | -24.0% |
| Q1 2020 | $248,000 | +11.2% | 1,675 | +41.4% | 0.10% | +58.7% |
| Q4 2019 | $223,000 | – | 1,185 | – | 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% |