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 | $835,659 | -5.1% | 3,410 | -1.4% | 0.00% | 0.0% |
| Q2 2023 | $880,505 | +5.7% | 3,460 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $833,330 | +6.7% | 3,540 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $781,280 | -44.7% | 3,540 | -47.9% | 0.00% | -50.0% |
| Q3 2022 | $1,413,000 | +51.8% | 6,790 | +59.2% | 0.00% | +100.0% |
| Q2 2022 | $931,000 | -17.5% | 4,265 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,128,000 | +300.0% | 4,265 | +320.2% | 0.00% | – |
| Q4 2021 | $282,000 | +8.9% | 1,015 | 0.0% | 0.00% | – |
| Q3 2021 | $259,000 | -0.4% | 1,015 | 0.0% | 0.00% | – |
| Q2 2021 | $260,000 | +7.9% | 1,015 | 0.0% | 0.00% | – |
| Q1 2021 | $241,000 | +6.2% | 1,015 | 0.0% | 0.00% | – |
| Q4 2020 | $227,000 | -75.7% | 1,015 | -81.9% | 0.00% | -100.0% |
| Q1 2019 | $936,000 | +38.1% | 5,615 | +21.7% | 0.00% | +100.0% |
| Q4 2018 | $678,000 | -28.0% | 4,615 | -15.6% | 0.00% | -50.0% |
| Q3 2018 | $942,000 | +10.6% | 5,471 | +4.2% | 0.00% | 0.0% |
| Q2 2018 | $852,000 | +14.5% | 5,251 | +10.2% | 0.00% | +100.0% |
| Q1 2018 | $744,000 | -7.9% | 4,763 | -6.8% | 0.00% | 0.0% |
| Q4 2017 | $808,000 | +5.9% | 5,111 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $763,000 | +7.9% | 5,111 | +4.1% | 0.00% | 0.0% |
| Q2 2017 | $707,000 | +7.3% | 4,911 | +4.2% | 0.00% | 0.0% |
| Q1 2017 | $659,000 | +12.3% | 4,711 | +6.8% | 0.00% | 0.0% |
| Q4 2016 | $587,000 | +6.3% | 4,411 | +2.3% | 0.00% | 0.0% |
| Q3 2016 | $552,000 | +11.1% | 4,311 | +7.5% | 0.00% | 0.0% |
| Q2 2016 | $497,000 | 0.0% | 4,011 | -2.4% | 0.00% | 0.0% |
| Q1 2016 | $497,000 | +0.6% | 4,111 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $494,000 | +8.1% | 4,111 | +2.5% | 0.00% | 0.0% |
| Q3 2015 | $457,000 | -32.7% | 4,011 | -26.8% | 0.00% | 0.0% |
| Q2 2015 | $679,000 | +2.3% | 5,481 | +2.2% | 0.00% | 0.0% |
| Q1 2015 | $664,000 | +9.4% | 5,361 | +8.1% | 0.00% | 0.0% |
| Q4 2014 | $607,000 | -34.8% | 4,961 | -37.8% | 0.00% | -50.0% |
| Q3 2014 | $931,000 | -0.7% | 7,970 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $938,000 | +64.9% | 7,970 | +57.2% | 0.00% | +100.0% |
| Q1 2014 | $569,000 | +1.4% | 5,070 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $561,000 | +15.2% | 5,070 | +5.2% | 0.00% | 0.0% |
| Q3 2013 | $487,000 | +4.7% | 4,820 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $465,000 | +20.8% | 4,820 | +17.0% | 0.00% | 0.0% |
| Q1 2013 | $385,000 | +17.4% | 4,120 | +6.5% | 0.00% | 0.0% |
| Q4 2012 | $328,000 | -0.3% | 3,870 | 0.0% | 0.00% | 0.0% |
| Q3 2012 | $329,000 | -15.9% | 3,870 | -20.5% | 0.00% | -50.0% |
| Q2 2012 | $391,000 | -16.5% | 4,870 | -13.3% | 0.00% | 0.0% |
| Q1 2012 | $468,000 | – | 5,620 | – | 0.00% | – |
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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% |