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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $515,116 | -3.7% | 2,102 | 0.0% | 0.46% | +0.9% |
| Q2 2023 | $534,917 | +8.1% | 2,102 | 0.0% | 0.46% | +2.0% |
| Q1 2023 | $494,832 | +6.7% | 2,102 | 0.0% | 0.45% | -0.4% |
| Q4 2022 | $463,869 | +1.5% | 2,102 | -4.7% | 0.45% | -7.2% |
| Q3 2022 | $457,000 | -4.6% | 2,205 | 0.0% | 0.49% | +1.2% |
| Q2 2022 | $479,000 | -17.3% | 2,205 | 0.0% | 0.48% | +13.7% |
| Q1 2022 | $579,000 | -5.4% | 2,205 | 0.0% | 0.42% | +2.4% |
| Q4 2021 | $612,000 | +114.7% | 2,205 | -7.0% | 0.41% | -24.6% |
| Q4 2015 | $285,000 | – | 2,370 | – | 0.55% | – |
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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% |