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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69 | -4.2% | 282 | 0.0% | 0.05% | -2.0% |
| Q2 2023 | $72 | +9.1% | 282 | +0.4% | 0.05% | +11.4% |
| Q1 2023 | $66 | +6.5% | 281 | +0.4% | 0.04% | +2.3% |
| Q4 2022 | $62 | -99.9% | 280 | +1.1% | 0.04% | 0.0% |
| Q3 2022 | $57,000 | -5.0% | 277 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $60,000 | -17.8% | 277 | 0.0% | 0.04% | +12.8% |
| Q1 2022 | $73,000 | -5.2% | 277 | +0.4% | 0.04% | 0.0% |
| Q4 2021 | $77,000 | +10.0% | 276 | +0.7% | 0.04% | 0.0% |
| Q3 2021 | $70,000 | 0.0% | 274 | 0.0% | 0.04% | +11.4% |
| Q2 2021 | $70,000 | +4.5% | 274 | -3.2% | 0.04% | -5.4% |
| Q1 2021 | $67,000 | +3.1% | 283 | -3.4% | 0.04% | 0.0% |
| Q4 2020 | $65,000 | +10.2% | 293 | -3.0% | 0.04% | -2.6% |
| Q3 2020 | $59,000 | -71.9% | 302 | -74.1% | 0.04% | -75.3% |
| Q2 2020 | $210,000 | -86.6% | 1,164 | -89.0% | 0.15% | -89.1% |
| Q1 2020 | $1,572,000 | -71.5% | 10,597 | -63.7% | 1.42% | -66.0% |
| Q4 2019 | $5,507,000 | +5.9% | 29,219 | -2.3% | 4.17% | -2.8% |
| Q3 2019 | $5,198,000 | -2.9% | 29,915 | -3.7% | 4.29% | -6.1% |
| Q2 2019 | $5,355,000 | +18.3% | 31,069 | +14.4% | 4.57% | +13.7% |
| Q1 2019 | $4,528,000 | +12.4% | 27,163 | -1.0% | 4.02% | -3.5% |
| Q4 2018 | $4,030,000 | -15.8% | 27,432 | -1.2% | 4.16% | -0.4% |
| Q3 2018 | $4,784,000 | +6.3% | 27,765 | +0.1% | 4.18% | -1.5% |
| Q2 2018 | $4,501,000 | -18.4% | 27,736 | -20.4% | 4.25% | -16.4% |
| Q4 2017 | $5,513,000 | – | 34,854 | – | 5.08% | – |
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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% |