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 | $651,124 | -10.4% | 2,657 | -7.0% | 0.14% | -6.8% |
| Q2 2023 | $726,795 | +8.1% | 2,856 | 0.0% | 0.15% | +0.7% |
| Q1 2023 | $672,331 | +6.7% | 2,856 | 0.0% | 0.14% | +0.7% |
| Q4 2022 | $630,262 | -99.9% | 2,856 | 0.0% | 0.14% | -1.4% |
| Q3 2022 | $591,306,000 | -4.8% | 2,856 | 0.0% | 0.15% | +1.4% |
| Q2 2022 | $620,866,000 | -17.1% | 2,856 | 0.0% | 0.14% | -4.0% |
| Q1 2022 | $749,329,000 | -5.5% | 2,856 | 0.0% | 0.15% | -2.0% |
| Q4 2021 | $792,540,000 | +8.9% | 2,856 | 0.0% | 0.15% | +0.7% |
| Q3 2021 | $727,852,000 | -0.4% | 2,856 | 0.0% | 0.15% | 0.0% |
| Q2 2021 | $730,879,000 | +7.9% | 2,856 | 0.0% | 0.15% | +0.7% |
| Q1 2021 | $677,529,000 | +6.1% | 2,856 | 0.0% | 0.15% | -1.9% |
| Q4 2020 | $638,459,000 | +14.2% | 2,856 | 0.0% | 0.15% | +1.3% |
| Q3 2020 | $558,948,000 | +8.7% | 2,856 | 0.0% | 0.15% | -1.3% |
| Q2 2020 | $514,251,000 | +21.4% | 2,856 | 0.0% | 0.15% | +0.7% |
| Q1 2020 | $423,630,000 | -21.3% | 2,856 | 0.0% | 0.15% | -10.0% |
| Q4 2019 | $538,327,000 | +8.5% | 2,856 | 0.0% | 0.17% | 0.0% |
| Q3 2019 | $496,287,000 | +0.8% | 2,856 | 0.0% | 0.17% | -1.2% |
| Q2 2019 | $492,260,000 | +3.4% | 2,856 | 0.0% | 0.17% | -5.0% |
| Q1 2019 | $476,095,000 | +13.5% | 2,856 | 0.0% | 0.18% | 0.0% |
| Q4 2018 | $419,604,000 | -14.7% | 2,856 | 0.0% | 0.18% | -1.1% |
| Q3 2018 | $492,089,000 | +1.1% | 2,856 | -4.8% | 0.18% | -6.2% |
| Q2 2018 | $486,870,000 | +3.8% | 3,000 | 0.0% | 0.20% | +3.2% |
| Q1 2018 | $469,020,000 | -1.2% | 3,000 | 0.0% | 0.19% | -0.5% |
| Q4 2017 | $474,510,000 | +6.0% | 3,000 | 0.0% | 0.19% | -6.9% |
| Q3 2017 | $447,840,000 | +3.7% | 3,000 | 0.0% | 0.20% | 0.0% |
| Q2 2017 | $432,060,000 | +2.9% | 3,000 | 0.0% | 0.20% | -2.9% |
| Q1 2017 | $419,700,000 | +5.2% | 3,000 | 0.0% | 0.21% | -6.2% |
| Q4 2016 | $398,940,000 | +3.7% | 3,000 | 0.0% | 0.22% | +6.7% |
| Q3 2016 | $384,570,000 | +3.4% | 3,000 | 0.0% | 0.21% | +1.9% |
| Q2 2016 | $372,060,000 | +2.6% | 3,000 | 0.0% | 0.21% | -4.2% |
| Q1 2016 | $362,580,000 | +0.5% | 3,000 | 0.0% | 0.22% | -8.5% |
| Q4 2015 | $360,930,000 | +5.6% | 3,000 | 0.0% | 0.24% | -4.1% |
| Q3 2015 | $341,670,000 | -8.1% | 3,000 | 0.0% | 0.24% | +0.8% |
| Q2 2015 | $371,940,000 | +0.1% | 3,000 | 0.0% | 0.24% | -2.4% |
| Q1 2015 | $371,550,000 | +1.3% | 3,000 | 0.0% | 0.25% | -0.8% |
| Q4 2014 | $366,870,000 | +4.7% | 3,000 | 0.0% | 0.25% | +2.0% |
| Q3 2014 | $350,370,000 | -0.8% | 3,000 | 0.0% | 0.25% | +2.5% |
| Q2 2014 | $353,220,000 | +4.8% | 3,000 | 0.0% | 0.24% | +2.1% |
| Q1 2014 | $336,930,000 | +1.5% | 3,000 | 0.0% | 0.24% | -3.3% |
| Q4 2013 | $331,950,000 | – | 3,000 | – | 0.24% | – |
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% |