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 2021 | $16,111,000 | +4.1% | 62,979 | -3.5% | 4.25% | -5.7% |
| Q1 2021 | $15,480,000 | +1.0% | 65,275 | -4.8% | 4.51% | -4.2% |
| Q4 2020 | $15,324,000 | +4.2% | 68,567 | -8.8% | 4.70% | -10.4% |
| Q3 2020 | $14,713,000 | -2.4% | 75,149 | -10.2% | 5.25% | -8.1% |
| Q2 2020 | $15,073,000 | +19.6% | 83,655 | -1.5% | 5.71% | +8.2% |
| Q1 2020 | $12,602,000 | – | 84,954 | – | 5.28% | – |
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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% |