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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,795,000 | +83.5% | 211,386 | +90.7% | 0.10% | +73.2% |
| Q2 2023 | $28,222,000 | +3.6% | 110,866 | -4.2% | 0.06% | -5.1% |
| Q1 2023 | $27,238,000 | +1.6% | 115,683 | -4.8% | 0.06% | -3.3% |
| Q4 2022 | $26,812,000 | +43.7% | 121,462 | +34.7% | 0.06% | +22.0% |
| Q3 2022 | $18,664,000 | -7.6% | 90,193 | -2.9% | 0.05% | -3.8% |
| Q2 2022 | $20,192,000 | -17.7% | 92,901 | -0.6% | 0.05% | -5.5% |
| Q1 2022 | $24,526,000 | -14.5% | 93,465 | -9.6% | 0.06% | -12.7% |
| Q4 2021 | $28,685,000 | +18.5% | 103,362 | +8.8% | 0.06% | -3.1% |
| Q3 2021 | $24,209,000 | +51.2% | 94,985 | +51.8% | 0.06% | +41.3% |
| Q2 2021 | $16,015,000 | +7.3% | 62,575 | -0.5% | 0.05% | -2.1% |
| Q1 2021 | $14,921,000 | +5.1% | 62,913 | -0.9% | 0.05% | -20.3% |
| Q4 2020 | $14,196,000 | +2.5% | 63,512 | -10.3% | 0.06% | -11.9% |
| Q3 2020 | $13,854,000 | +8.2% | 70,766 | -0.5% | 0.07% | -4.3% |
| Q2 2020 | $12,806,000 | -28.4% | 71,145 | -41.0% | 0.07% | -39.7% |
| Q1 2020 | $17,883,000 | -43.7% | 120,597 | -28.5% | 0.12% | -38.3% |
| Q4 2019 | $31,790,000 | +8.2% | 168,583 | -0.4% | 0.19% | +17.5% |
| Q3 2019 | $29,388,000 | +19.9% | 169,202 | +19.0% | 0.16% | +9.6% |
| Q2 2019 | $24,520,000 | +55.9% | 142,206 | +51.3% | 0.15% | +39.0% |
| Q1 2019 | $15,726,000 | +30.5% | 93,992 | +14.6% | 0.10% | +14.1% |
| Q4 2018 | $12,048,000 | +64.9% | 82,030 | +93.5% | 0.09% | +73.6% |
| Q3 2018 | $7,308,000 | +5.3% | 42,387 | -0.9% | 0.05% | -1.9% |
| Q2 2018 | $6,940,000 | +2.9% | 42,783 | -0.8% | 0.05% | -5.3% |
| Q1 2018 | $6,745,000 | -0.3% | 43,123 | +0.8% | 0.06% | +1.8% |
| Q4 2017 | $6,765,000 | +0.4% | 42,772 | -5.2% | 0.06% | -1.8% |
| Q3 2017 | $6,738,000 | +2.1% | 45,138 | -1.5% | 0.06% | -3.4% |
| Q2 2017 | $6,601,000 | -3.3% | 45,826 | -6.2% | 0.06% | -9.2% |
| Q1 2017 | $6,828,000 | -28.1% | 48,853 | -31.6% | 0.06% | -36.9% |
| Q4 2016 | $9,502,000 | +14.1% | 71,459 | +10.3% | 0.10% | +7.3% |
| Q3 2016 | $8,325,000 | +34.0% | 64,772 | +29.1% | 0.10% | +21.5% |
| Q2 2016 | $6,211,000 | +30.2% | 50,184 | +27.2% | 0.08% | +393.8% |
| Q1 2016 | $4,769,000 | +51.5% | 39,462 | +50.8% | 0.02% | -56.8% |
| Q4 2015 | $3,147,000 | +14.7% | 26,175 | +8.5% | 0.04% | +2.8% |
| Q3 2015 | $2,744,000 | -11.9% | 24,122 | -4.0% | 0.04% | -28.0% |
| Q2 2015 | $3,115,000 | +0.1% | 25,127 | -0.0% | 0.05% | +8.7% |
| Q1 2015 | $3,113,000 | +20.3% | 25,134 | +18.8% | 0.05% | +15.0% |
| Q4 2014 | $2,587,000 | +6.2% | 21,155 | +1.5% | 0.04% | -2.4% |
| Q3 2014 | $2,435,000 | -6.4% | 20,850 | -5.6% | 0.04% | -8.9% |
| Q2 2014 | $2,601,000 | +4.8% | 22,093 | +0.0% | 0.04% | -6.2% |
| Q1 2014 | $2,481,000 | +3.2% | 22,090 | +1.6% | 0.05% | -2.0% |
| Q4 2013 | $2,405,000 | +20.6% | 21,735 | +10.2% | 0.05% | -2.0% |
| Q3 2013 | $1,995,000 | +14.5% | 19,725 | +9.1% | 0.05% | +6.4% |
| Q2 2013 | $1,742,000 | – | 18,077 | – | 0.05% | – |
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% |