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 | $570,990 | -3.7% | 2,330 | 0.0% | 0.24% | +3.8% |
| Q2 2023 | $592,938 | +8.1% | 2,330 | 0.0% | 0.24% | +2.2% |
| Q1 2023 | $548,505 | +6.7% | 2,330 | 0.0% | 0.23% | -1.3% |
| Q4 2022 | $514,184 | +5.2% | 2,330 | -1.4% | 0.23% | -4.9% |
| Q3 2022 | $489,000 | -3.6% | 2,363 | +1.4% | 0.24% | +2.1% |
| Q2 2022 | $507,000 | -25.1% | 2,330 | -9.7% | 0.24% | -17.2% |
| Q1 2022 | $677,000 | +83.5% | 2,580 | +94.0% | 0.29% | +51.0% |
| Q4 2021 | $369,000 | +8.8% | 1,330 | 0.0% | 0.19% | +0.5% |
| Q3 2021 | $339,000 | -0.3% | 1,330 | 0.0% | 0.19% | +2.7% |
| Q2 2021 | $340,000 | +7.6% | 1,330 | 0.0% | 0.19% | -7.0% |
| Q1 2021 | $316,000 | +6.4% | 1,330 | 0.0% | 0.20% | +0.5% |
| Q4 2020 | $297,000 | +14.2% | 1,330 | 0.0% | 0.20% | -2.9% |
| Q3 2020 | $260,000 | +8.8% | 1,330 | 0.0% | 0.20% | -1.0% |
| Q2 2020 | $239,000 | – | 1,330 | – | 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% |