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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $42,121,530 | +6.2% | 165,520 | -1.7% | 0.15% | +3.4% |
| Q1 2023 | $39,652,460 | +3.4% | 168,440 | -3.1% | 0.15% | -2.6% |
| Q4 2022 | $38,341,385 | +6.7% | 173,742 | +0.1% | 0.15% | -1.9% |
| Q3 2022 | $35,943,000 | -3.1% | 173,603 | +1.8% | 0.15% | +5.5% |
| Q2 2022 | $37,075,000 | -17.7% | 170,545 | -0.7% | 0.15% | -6.4% |
| Q1 2022 | $45,074,000 | -6.6% | 171,796 | -1.2% | 0.16% | -1.9% |
| Q4 2021 | $48,259,000 | +6.6% | 173,906 | -2.1% | 0.16% | +1.3% |
| Q3 2021 | $45,251,000 | +0.4% | 177,559 | +0.8% | 0.16% | +1.3% |
| Q2 2021 | $45,091,000 | +7.1% | 176,200 | -0.7% | 0.16% | +2.6% |
| Q1 2021 | $42,090,000 | +4.9% | 177,424 | -1.2% | 0.15% | 0.0% |
| Q4 2020 | $40,132,000 | +12.0% | 179,520 | -1.9% | 0.15% | -5.6% |
| Q3 2020 | $35,822,000 | +7.1% | 183,040 | -1.5% | 0.16% | +0.6% |
| Q2 2020 | $33,445,000 | +20.7% | 185,738 | -0.5% | 0.16% | -0.6% |
| Q1 2020 | $27,702,000 | -24.6% | 186,757 | -4.2% | 0.16% | -9.1% |
| Q4 2019 | $36,761,000 | -0.4% | 195,027 | -8.2% | 0.18% | -8.3% |
| Q3 2019 | $36,904,000 | +0.2% | 212,373 | -0.6% | 0.19% | -5.4% |
| Q2 2019 | $36,812,000 | +4.1% | 213,579 | +0.7% | 0.20% | -28.5% |
| Q1 2019 | $35,361,000 | -27.5% | 212,122 | -36.1% | 0.28% | +89.3% |
| Q4 2018 | $48,759,000 | -7.8% | 331,874 | +8.1% | 0.15% | -45.8% |
| Q3 2018 | $52,877,000 | +10.9% | 306,892 | +4.4% | 0.28% | +5.3% |
| Q2 2018 | $47,688,000 | +11.1% | 293,844 | +7.0% | 0.26% | +6.9% |
| Q1 2018 | $42,938,000 | +2.8% | 274,639 | +4.0% | 0.25% | +2.1% |
| Q4 2017 | $41,778,000 | +10.1% | 264,135 | +3.9% | 0.24% | +3.0% |
| Q3 2017 | $37,953,000 | +4.3% | 254,241 | +0.6% | 0.23% | -5.6% |
| Q2 2017 | $36,397,000 | – | 252,724 | – | 0.25% | – |
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% |