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 | $365,139 | -3.7% | 1,490 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $379,175 | -8.8% | 1,490 | -15.6% | 0.04% | -14.6% |
| Q1 2023 | $415,734 | -1.2% | 1,766 | -7.3% | 0.04% | -8.9% |
| Q4 2022 | $420,616 | +4.6% | 1,906 | -1.9% | 0.04% | -4.3% |
| Q3 2022 | $402,000 | -4.7% | 1,942 | 0.0% | 0.05% | +2.2% |
| Q2 2022 | $422,000 | -47.1% | 1,942 | -36.2% | 0.05% | -41.0% |
| Q1 2022 | $798,000 | -5.5% | 3,042 | 0.0% | 0.08% | +4.0% |
| Q4 2021 | $844,000 | +8.3% | 3,042 | 0.0% | 0.08% | -6.2% |
| Q3 2021 | $779,000 | +0.1% | 3,042 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $778,000 | +6.9% | 3,042 | -0.9% | 0.08% | -25.0% |
| Q1 2021 | $728,000 | +1.4% | 3,070 | -4.4% | 0.11% | -5.3% |
| Q4 2020 | $718,000 | +14.1% | 3,212 | 0.0% | 0.11% | 0.0% |
| Q3 2020 | $629,000 | +8.8% | 3,212 | 0.0% | 0.11% | -0.9% |
| Q2 2020 | $578,000 | +19.2% | 3,212 | -1.7% | 0.12% | -0.9% |
| Q1 2020 | $485,000 | -21.3% | 3,267 | 0.0% | 0.12% | -4.1% |
| Q4 2019 | $616,000 | +8.5% | 3,267 | 0.0% | 0.12% | +3.4% |
| Q3 2019 | $568,000 | +0.9% | 3,267 | 0.0% | 0.12% | +2.6% |
| Q2 2019 | $563,000 | -5.4% | 3,267 | -8.5% | 0.11% | -7.3% |
| Q1 2019 | $595,000 | +13.3% | 3,572 | 0.0% | 0.12% | +2.5% |
| Q4 2018 | $525,000 | -14.5% | 3,572 | +0.2% | 0.12% | -4.0% |
| Q3 2018 | $614,000 | +6.2% | 3,565 | +0.1% | 0.12% | +8.7% |
| Q2 2018 | $578,000 | +58.4% | 3,562 | +52.4% | 0.12% | +53.3% |
| Q1 2018 | $365,000 | -1.1% | 2,337 | +0.1% | 0.08% | 0.0% |
| Q4 2017 | $369,000 | +1.4% | 2,334 | -7.6% | 0.08% | -10.7% |
| Q2 2017 | $364,000 | +3.1% | 2,525 | 0.0% | 0.08% | -3.4% |
| Q1 2017 | $353,000 | +5.4% | 2,525 | +0.1% | 0.09% | -6.5% |
| Q4 2016 | $335,000 | -21.2% | 2,523 | -23.9% | 0.09% | -23.1% |
| Q3 2016 | $425,000 | -20.4% | 3,316 | -22.9% | 0.12% | -24.8% |
| Q2 2016 | $534,000 | +2.7% | 4,303 | 0.0% | 0.16% | -9.6% |
| Q1 2016 | $520,000 | +0.6% | 4,303 | +0.2% | 0.18% | -5.8% |
| Q4 2015 | $517,000 | -0.8% | 4,295 | -6.2% | 0.19% | -3.1% |
| Q3 2015 | $521,000 | -8.1% | 4,579 | +0.2% | 0.20% | -1.5% |
| Q2 2015 | $567,000 | +0.4% | 4,570 | +0.2% | 0.20% | -2.0% |
| Q1 2015 | $565,000 | +61.9% | 4,560 | +59.9% | 0.20% | +56.6% |
| Q4 2014 | $349,000 | +4.8% | 2,852 | 0.0% | 0.13% | -5.1% |
| Q3 2014 | $333,000 | +22.9% | 2,852 | +24.0% | 0.14% | +29.5% |
| Q2 2014 | $271,000 | – | 2,300 | – | 0.10% | – |
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% |