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 | $647 | -3.7% | 2,641 | 0.0% | 0.39% | +44.9% |
| Q2 2023 | $672 | -32.4% | 2,641 | -37.4% | 0.27% | -32.9% |
| Q1 2023 | $994 | +6.8% | 4,221 | 0.0% | 0.40% | +10.6% |
| Q4 2022 | $931 | -99.9% | 4,221 | 0.0% | 0.36% | +0.6% |
| Q3 2022 | $874,000 | -43.3% | 4,221 | -29.9% | 0.36% | -49.6% |
| Q2 2021 | $1,541,000 | +16.2% | 6,021 | -11.1% | 0.71% | +16.2% |
| Q3 2020 | $1,326,000 | +8.7% | 6,776 | 0.0% | 0.61% | +3.0% |
| Q2 2020 | $1,220,000 | +2.6% | 6,776 | -15.5% | 0.59% | +0.8% |
| Q1 2020 | $1,189,000 | -21.3% | 8,015 | 0.0% | 0.59% | +4.2% |
| Q4 2019 | $1,511,000 | – | 8,015 | – | 0.56% | – |
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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% |