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 | $615,198 | -5.3% | 2,518 | -1.4% | 0.08% | -3.4% |
| Q2 2023 | $649,687 | +11.3% | 2,553 | +2.9% | 0.09% | +2.4% |
| Q1 2023 | $583,817 | -17.8% | 2,480 | -22.9% | 0.08% | +16.4% |
| Q4 2022 | $709,846 | +63.9% | 3,217 | +53.8% | 0.07% | -21.5% |
| Q3 2022 | $433,000 | -4.8% | 2,092 | 0.0% | 0.09% | +126.8% |
| Q2 2022 | $455,000 | -15.4% | 2,092 | +2.1% | 0.04% | -57.7% |
| Q1 2022 | $538,000 | -3.2% | 2,049 | +2.3% | 0.10% | 0.0% |
| Q4 2021 | $556,000 | +29.3% | 2,002 | +18.7% | 0.10% | +27.6% |
| Q3 2021 | $430,000 | +1002.6% | 1,687 | +864.0% | 0.08% | +1800.0% |
| Q1 2021 | $39,000 | 0.0% | 175 | 0.0% | 0.00% | -42.9% |
| Q4 2020 | $39,000 | – | 175 | – | 0.01% | – |
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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% |