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 | $24,303 | -4.1% | 98,768 | -0.8% | 1.26% | -0.2% |
| Q2 2023 | $25,340 | +8.1% | 99,577 | -0.0% | 1.26% | +10.8% |
| Q1 2023 | $23,448 | +44.7% | 99,607 | +27.2% | 1.14% | +13.2% |
| Q4 2022 | $16,207 | -99.9% | 78,283 | 0.0% | 1.01% | +0.1% |
| Q3 2022 | $16,207,000 | +1.5% | 78,283 | +6.5% | 1.01% | +12.4% |
| Q2 2022 | $15,975,000 | -16.8% | 73,489 | +0.4% | 0.90% | -8.9% |
| Q1 2022 | $19,196,000 | -6.1% | 73,166 | -0.7% | 0.98% | -2.4% |
| Q4 2021 | $20,443,000 | -0.7% | 73,671 | -8.8% | 1.01% | -15.9% |
| Q3 2021 | $20,587,000 | -2.7% | 80,781 | -2.3% | 1.20% | -11.4% |
| Q2 2021 | $21,160,000 | +3.8% | 82,685 | -3.7% | 1.35% | -4.5% |
| Q1 2021 | $20,378,000 | -0.5% | 85,901 | -6.2% | 1.42% | -7.0% |
| Q4 2020 | $20,473,000 | -8.4% | 91,584 | -19.8% | 1.52% | -20.3% |
| Q3 2020 | $22,352,000 | -2.3% | 114,212 | -10.1% | 1.91% | -5.4% |
| Q2 2020 | $22,873,000 | -9.7% | 127,031 | -25.6% | 2.02% | -25.1% |
| Q1 2020 | $25,322,000 | -44.3% | 170,719 | -29.2% | 2.70% | -33.3% |
| Q4 2019 | $45,421,000 | +8.2% | 240,978 | -0.3% | 4.05% | -5.3% |
| Q3 2019 | $41,981,000 | -8.0% | 241,594 | -8.7% | 4.28% | -11.9% |
| Q2 2019 | $45,622,000 | +3.3% | 264,694 | -0.1% | 4.85% | -2.4% |
| Q1 2019 | $44,152,000 | +9.4% | 264,864 | -3.5% | 4.98% | -14.4% |
| Q4 2018 | $40,344,000 | +273.4% | 274,601 | +337.9% | 5.81% | +176.2% |
| Q3 2018 | $10,805,000 | +1.5% | 62,712 | -4.4% | 2.10% | -8.8% |
| Q2 2018 | $10,648,000 | +5.3% | 65,616 | +1.4% | 2.31% | +1.4% |
| Q1 2018 | $10,116,000 | -8.2% | 64,710 | -7.2% | 2.28% | -12.2% |
| Q4 2017 | $11,024,000 | +6.7% | 69,700 | +0.7% | 2.59% | -10.2% |
| Q3 2017 | $10,330,000 | +3.9% | 69,204 | +0.2% | 2.89% | -8.5% |
| Q2 2017 | $9,947,000 | +2.4% | 69,073 | -1.0% | 3.16% | +29.5% |
| Q1 2017 | $9,714,000 | +18.1% | 69,789 | +12.8% | 2.44% | -13.7% |
| Q4 2016 | $8,227,000 | +17.9% | 61,873 | +13.4% | 2.83% | +11.8% |
| Q3 2016 | $6,977,000 | +4.4% | 54,552 | +1.1% | 2.53% | +3.0% |
| Q2 2016 | $6,681,000 | +3.1% | 53,962 | +0.5% | 2.46% | +0.5% |
| Q1 2016 | $6,479,000 | -0.2% | 53,670 | -0.6% | 2.44% | +1.0% |
| Q4 2015 | $6,494,000 | +23.3% | 53,975 | +16.7% | 2.42% | +6.4% |
| Q3 2015 | $5,268,000 | -4.1% | 46,256 | +4.4% | 2.27% | +4.9% |
| Q2 2015 | $5,492,000 | +8.9% | 44,324 | +8.9% | 2.17% | +5.8% |
| Q1 2015 | $5,042,000 | +7.3% | 40,710 | +5.9% | 2.05% | +4.9% |
| Q4 2014 | $4,700,000 | +89.8% | 38,435 | +81.3% | 1.95% | +66.2% |
| Q3 2014 | $2,476,000 | -4.7% | 21,204 | -3.9% | 1.18% | -2.0% |
| Q2 2014 | $2,598,000 | -99.9% | 22,067 | +1.8% | 1.20% | +1.3% |
| Q1 2014 | $2,435,667,000 | +90478.9% | 21,687 | -10.7% | 1.18% | -3.4% |
| Q4 2013 | $2,689,000 | – | 24,298 | – | 1.23% | – |
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% |