ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $110,000 | -12.0% | 696 | -16.6% | 0.07% | -18.1% |
| Q3 2017 | $125,000 | -10.1% | 835 | -13.6% | 0.08% | -12.6% |
| Q2 2017 | $139,000 | -85.9% | 966 | -86.3% | 0.10% | -86.7% |
| Q1 2017 | $983,000 | +1.4% | 7,032 | -3.5% | 0.72% | -11.9% |
| Q4 2016 | $969,000 | +38.8% | 7,288 | +33.7% | 0.81% | +53.2% |
| Q3 2016 | $698,000 | +12.4% | 5,449 | +8.7% | 0.53% | +3.5% |
| Q2 2016 | $621,000 | +89.3% | 5,015 | +84.4% | 0.51% | +66.8% |
| Q1 2016 | $328,000 | – | 2,720 | – | 0.31% | – |
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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% |