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 | $377,392 | -3.7% | 1,540 | 0.0% | 0.14% | +0.7% |
| Q2 2023 | $391,899 | +8.1% | 1,540 | 0.0% | 0.14% | -1.4% |
| Q1 2023 | $362,531 | +6.7% | 1,540 | 0.0% | 0.14% | -3.5% |
| Q4 2022 | $339,847 | +6.5% | 1,540 | 0.0% | 0.14% | +0.7% |
| Q3 2022 | $319,000 | -4.8% | 1,540 | 0.0% | 0.14% | -1.4% |
| Q2 2022 | $335,000 | -17.1% | 1,540 | 0.0% | 0.14% | -1.4% |
| Q1 2022 | $404,000 | -4.3% | 1,540 | 0.0% | 0.15% | +2.1% |
| Q4 2021 | $422,000 | +7.7% | 1,540 | 0.0% | 0.14% | -0.7% |
| Q3 2021 | $392,000 | -0.5% | 1,540 | 0.0% | 0.14% | -3.3% |
| Q2 2021 | $394,000 | +4.8% | 1,540 | 0.0% | 0.15% | -3.2% |
| Q1 2021 | $376,000 | +5.6% | 1,540 | 0.0% | 0.16% | +0.6% |
| Q4 2020 | $356,000 | +18.3% | 1,540 | 0.0% | 0.15% | -0.6% |
| Q3 2020 | $301,000 | +5.6% | 1,540 | 0.0% | 0.16% | -1.3% |
| Q2 2020 | $285,000 | -1.7% | 1,540 | 0.0% | 0.16% | +3.3% |
| Q4 2019 | $290,000 | – | 1,540 | – | 0.15% | – |
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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% |