ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,198 | -3.7% | 123 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $31,359 | +8.1% | 123 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $29,009 | -10.1% | 123 | -15.8% | 0.00% | 0.0% |
| Q4 2022 | $32,269 | +7.6% | 146 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $30,000 | -6.2% | 146 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $32,000 | -15.8% | 146 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $38,000 | -7.3% | 146 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $41,000 | +10.8% | 146 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $37,000 | 0.0% | 146 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $37,000 | +5.7% | 146 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $35,000 | +6.1% | 146 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $33,000 | -13.2% | 146 | -24.7% | 0.01% | -37.5% |
| Q3 2020 | $38,000 | +8.6% | 194 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $35,000 | +20.7% | 194 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $29,000 | -34.1% | 194 | -17.4% | 0.01% | -12.5% |
| Q4 2019 | $44,000 | -50.0% | 235 | -53.4% | 0.01% | -55.6% |
| Q3 2019 | $88,000 | -21.4% | 504 | -22.1% | 0.02% | -21.7% |
| Q2 2019 | $112,000 | +3.7% | 647 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $108,000 | +13.7% | 647 | 0.0% | 0.02% | +4.5% |
| Q4 2018 | $95,000 | -9.5% | 647 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $105,000 | +4.0% | 647 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $101,000 | -23.5% | 647 | -22.6% | 0.02% | -21.4% |
| Q4 2017 | $132,000 | 0.0% | 836 | -5.4% | 0.03% | -3.4% |
| Q3 2017 | $132,000 | +3.9% | 884 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $127,000 | +2.4% | 884 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $124,000 | -11.4% | 884 | -15.8% | 0.03% | -14.7% |
| Q4 2016 | $140,000 | -37.8% | 1,050 | -42.1% | 0.03% | -46.0% |
| Q2 2016 | $225,000 | +2.7% | 1,814 | 0.0% | 0.06% | -20.3% |
| Q1 2016 | $219,000 | -12.4% | 1,814 | -12.8% | 0.08% | -17.7% |
| Q4 2015 | $250,000 | +5.5% | 2,080 | 0.0% | 0.10% | -5.0% |
| Q3 2015 | $237,000 | -16.3% | 2,080 | -9.0% | 0.10% | -5.6% |
| Q2 2015 | $283,000 | -6.3% | 2,285 | -6.2% | 0.11% | -7.8% |
| Q1 2015 | $302,000 | -1.9% | 2,435 | -3.3% | 0.12% | -6.5% |
| Q4 2014 | $308,000 | +4.8% | 2,518 | 0.0% | 0.12% | -6.8% |
| Q3 2014 | $294,000 | -0.7% | 2,518 | 0.0% | 0.13% | -7.0% |
| Q2 2014 | $296,000 | +4.6% | 2,518 | 0.0% | 0.14% | -4.0% |
| Q1 2014 | $283,000 | +1.4% | 2,518 | 0.0% | 0.15% | -2.6% |
| Q4 2013 | $279,000 | +9.4% | 2,518 | 0.0% | 0.15% | -3.8% |
| Q3 2013 | $255,000 | +4.9% | 2,518 | 0.0% | 0.16% | -4.8% |
| Q2 2013 | $243,000 | – | 2,518 | – | 0.17% | – |
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% |