ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $52,000 | -1.9% | 206 | 0.0% | 0.02% | -9.5% |
| Q2 2021 | $53,000 | +15.2% | 206 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $46,000 | 0.0% | 206 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $46,000 | +15.0% | 206 | 0.0% | 0.02% | -4.2% |
| Q3 2020 | $40,000 | +8.1% | 206 | 0.0% | 0.02% | -7.7% |
| Q2 2020 | $37,000 | +19.4% | 206 | 0.0% | 0.03% | -3.7% |
| Q1 2020 | $31,000 | -20.5% | 206 | 0.0% | 0.03% | -12.9% |
| Q4 2019 | $39,000 | +8.3% | 206 | 0.0% | 0.03% | -8.8% |
| Q3 2019 | $36,000 | 0.0% | 206 | 0.0% | 0.03% | +6.2% |
| Q2 2019 | $36,000 | +38.5% | 206 | +31.2% | 0.03% | +60.0% |
| Q1 2019 | $26,000 | -3.7% | 157 | -15.6% | 0.02% | 0.0% |
| Q4 2018 | $27,000 | – | 186 | – | 0.02% | – |
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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% |