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 2023 | $3,298,836 | -3.2% | 13,417 | -0.9% | 0.27% | -0.7% |
| Q2 2023 | $3,409,198 | +10.9% | 13,542 | +2.2% | 0.27% | +7.1% |
| Q1 2023 | $3,074,363 | -53.0% | 13,255 | -55.3% | 0.25% | -55.6% |
| Q4 2022 | $6,543,162 | +953.6% | 29,650 | +901.7% | 0.57% | +866.1% |
| Q3 2022 | $621,000 | -4.5% | 2,960 | 0.0% | 0.06% | -1.7% |
| Q2 2022 | $650,000 | -33.5% | 2,960 | -19.5% | 0.06% | -29.4% |
| Q1 2022 | $978,000 | – | 3,675 | – | 0.08% | – |
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% |