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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $3,487,000 | +0.5% | 28,849 | 0.0% | 2.98% | +6.7% |
| Q4 2015 | $3,471,000 | +5.6% | 28,849 | 0.0% | 2.79% | +0.7% |
| Q3 2015 | $3,286,000 | -8.1% | 28,849 | 0.0% | 2.78% | +1.7% |
| Q2 2015 | $3,577,000 | +0.1% | 28,849 | 0.0% | 2.73% | +1.1% |
| Q1 2015 | $3,573,000 | +1.3% | 28,849 | 0.0% | 2.70% | +6.0% |
| Q4 2014 | $3,528,000 | +4.7% | 28,849 | 0.0% | 2.54% | +9.4% |
| Q3 2014 | $3,369,000 | -0.8% | 28,849 | 0.0% | 2.33% | +5.7% |
| Q2 2014 | $3,397,000 | +4.8% | 28,849 | 0.0% | 2.20% | +5.0% |
| Q1 2014 | $3,240,000 | +1.5% | 28,849 | 0.0% | 2.10% | +1.5% |
| Q4 2013 | $3,192,000 | +9.4% | 28,849 | 0.0% | 2.07% | +4.5% |
| Q3 2013 | $2,918,000 | +4.9% | 28,849 | 0.0% | 1.98% | -5.3% |
| Q2 2013 | $2,781,000 | – | 28,849 | – | 2.09% | – |
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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% |