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 | $1,173,750 | -3.4% | 4,776 | 0.0% | 0.16% | -3.0% |
| Q2 2023 | $1,215,396 | +8.1% | 4,776 | 0.0% | 0.16% | -5.7% |
| Q1 2023 | $1,124,318 | +6.7% | 4,776 | 0.0% | 0.17% | +7.4% |
| Q4 2022 | $1,053,968 | +6.6% | 4,776 | 0.0% | 0.16% | -1.8% |
| Q3 2022 | $989,000 | -4.7% | 4,776 | 0.0% | 0.16% | +4.4% |
| Q2 2022 | $1,038,000 | -17.2% | 4,776 | 0.0% | 0.16% | -9.7% |
| Q1 2022 | $1,253,000 | -5.4% | 4,776 | 0.0% | 0.18% | -6.9% |
| Q4 2021 | $1,325,000 | +8.9% | 4,776 | 0.0% | 0.19% | -2.1% |
| Q3 2021 | $1,217,000 | -0.4% | 4,776 | 0.0% | 0.19% | -2.0% |
| Q2 2021 | $1,222,000 | +7.9% | 4,776 | 0.0% | 0.20% | +1.0% |
| Q1 2021 | $1,133,000 | +6.1% | 4,776 | 0.0% | 0.19% | -2.5% |
| Q4 2020 | $1,068,000 | +14.2% | 4,776 | 0.0% | 0.20% | -3.9% |
| Q3 2020 | $935,000 | +8.7% | 4,776 | 0.0% | 0.21% | +2.5% |
| Q2 2020 | $860,000 | +21.5% | 4,776 | 0.0% | 0.20% | +5.8% |
| Q1 2020 | $708,000 | -21.3% | 4,776 | 0.0% | 0.19% | +1.1% |
| Q4 2019 | $900,000 | +6.1% | 4,776 | 0.0% | 0.19% | +1.1% |
| Q3 2019 | $848,000 | +3.0% | 4,776 | 0.0% | 0.19% | -3.1% |
| Q2 2019 | $823,000 | +3.4% | 4,776 | 0.0% | 0.19% | -2.0% |
| Q1 2019 | $796,000 | +13.4% | 4,776 | 0.0% | 0.20% | -4.4% |
| Q4 2018 | $702,000 | – | 4,776 | – | 0.21% | – |
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% |