ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,807 | -41.3% | 958 | -50.0% | 0.01% | +22.2% |
| Q2 2023 | $399,887 | +64.4% | 1,916 | +28.3% | 0.01% | -18.2% |
| Q1 2023 | $243,269 | +8647.5% | 1,493 | -91.3% | 0.01% | -85.1% |
| Q4 2022 | $2,781 | -99.8% | 17,084 | +133.5% | 0.07% | +138.7% |
| Q3 2022 | $1,198,000 | +205.6% | 7,315 | +203.4% | 0.03% | +158.3% |
| Q2 2022 | $392,000 | -34.2% | 2,411 | -34.3% | 0.01% | +71.4% |
| Q1 2022 | $596,000 | +42.2% | 3,668 | +142.6% | 0.01% | -12.5% |
| Q4 2021 | $419,000 | +9.1% | 1,512 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $384,000 | +1.3% | 1,510 | +2.0% | 0.01% | 0.0% |
| Q2 2021 | $379,000 | +8.0% | 1,480 | +0.1% | 0.01% | +14.3% |
| Q1 2021 | $351,000 | +5.7% | 1,478 | -0.3% | 0.01% | -46.2% |
| Q4 2020 | $332,000 | +13.3% | 1,482 | -1.0% | 0.01% | -23.5% |
| Q3 2020 | $293,000 | +5.4% | 1,497 | -4.5% | 0.02% | -22.7% |
| Q2 2020 | $278,000 | +15.8% | 1,567 | -1.4% | 0.02% | -8.3% |
| Q1 2020 | $240,000 | -44.3% | 1,589 | -30.2% | 0.02% | -25.0% |
| Q4 2019 | $431,000 | +2.4% | 2,277 | -6.2% | 0.03% | +14.3% |
| Q3 2019 | $421,000 | +378.4% | 2,427 | +366.7% | 0.03% | +133.3% |
| Q1 2019 | $88,000 | -71.1% | 520 | -75.1% | 0.01% | -36.8% |
| Q4 2018 | $304,000 | -34.6% | 2,088 | -22.6% | 0.02% | 0.0% |
| Q3 2018 | $465,000 | -12.4% | 2,697 | -17.5% | 0.02% | -13.6% |
| Q2 2018 | $531,000 | +34.8% | 3,271 | +31.5% | 0.02% | +22.2% |
| Q1 2018 | $394,000 | 0.0% | 2,488 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $394,000 | -6.2% | 2,488 | -11.6% | 0.02% | +5.9% |
| Q3 2017 | $420,000 | +7.1% | 2,813 | +3.4% | 0.02% | 0.0% |
| Q2 2017 | $392,000 | +8.3% | 2,720 | +5.2% | 0.02% | +6.2% |
| Q1 2017 | $362,000 | -1.4% | 2,585 | -6.2% | 0.02% | -11.1% |
| Q4 2016 | $367,000 | +15.4% | 2,757 | +11.2% | 0.02% | +5.9% |
| Q3 2016 | $318,000 | -8.4% | 2,479 | -11.3% | 0.02% | -10.5% |
| Q2 2016 | $347,000 | +294.3% | 2,795 | +437.5% | 0.02% | +58.3% |
| Q1 2016 | $88,000 | -39.7% | 520 | -57.2% | 0.01% | +20.0% |
| Q4 2015 | $146,000 | – | 1,214 | – | 0.01% | – |
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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% |