ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 359 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.47 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $12,098,000 | +65.2% | 81,042 | +59.4% | 9.64% | +49.0% |
| Q2 2017 | $7,323,000 | -7.7% | 50,844 | -10.3% | 6.47% | -15.3% |
| Q1 2017 | $7,931,000 | +59.4% | 56,690 | +51.5% | 7.64% | +76.1% |
| Q4 2016 | $4,976,000 | -11.6% | 37,421 | -14.8% | 4.34% | -20.4% |
| Q3 2016 | $5,629,000 | +1.6% | 43,914 | -1.7% | 5.45% | -1.6% |
| Q2 2016 | $5,540,000 | +15.5% | 44,667 | +12.6% | 5.54% | -16.6% |
| Q1 2016 | $4,795,000 | -36.1% | 39,674 | -36.4% | 6.64% | -33.1% |
| Q4 2015 | $7,505,000 | – | 62,380 | – | 9.93% | – |
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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% |