ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $57,594 | -11.6% | 235 | -8.2% | 0.02% | -3.8% |
Q2 2023 | $65,152 | +8.4% | 256 | +0.4% | 0.03% | -13.3% |
Q1 2023 | $60,114 | +7.1% | 255 | +0.4% | 0.03% | +15.4% |
Q4 2022 | $56,150 | +8.0% | 254 | +0.4% | 0.03% | 0.0% |
Q3 2022 | $52,000 | -5.5% | 253 | +0.4% | 0.03% | -7.1% |
Q2 2022 | $55,000 | -16.7% | 252 | +0.4% | 0.03% | -3.4% |
Q1 2022 | $66,000 | -7.0% | 251 | -1.6% | 0.03% | 0.0% |
Q4 2021 | $71,000 | +6.0% | 255 | -3.8% | 0.03% | -6.5% |
Q3 2021 | $67,000 | -1.5% | 265 | +0.4% | 0.03% | 0.0% |
Q2 2021 | $68,000 | -32.7% | 264 | -36.5% | 0.03% | -38.0% |
Q1 2021 | $101,000 | +8.6% | 416 | 0.0% | 0.05% | -5.7% |
Q4 2020 | $93,000 | +16.2% | 416 | +2.2% | 0.05% | +10.4% |
Q3 2020 | $80,000 | – | 407 | – | 0.05% | – |
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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% |