ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 246 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.89 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $6,000 | 0.0% | 35 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $6,000 | +20.0% | 35 | 0.0% | 0.01% | +7.7% |
| Q1 2018 | $5,000 | -16.7% | 35 | 0.0% | 0.01% | -7.1% |
| Q4 2017 | $6,000 | +20.0% | 35 | 0.0% | 0.01% | +55.6% |
| Q3 2017 | $5,000 | 0.0% | 35 | 0.0% | 0.01% | +12.5% |
| Q2 2017 | $5,000 | 0.0% | 35 | 0.0% | 0.01% | +14.3% |
| Q1 2017 | $5,000 | 0.0% | 35 | 0.0% | 0.01% | -12.5% |
| Q4 2016 | $5,000 | +25.0% | 35 | 0.0% | 0.01% | +14.3% |
| Q3 2016 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | +16.7% |
| Q2 2016 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | +20.0% |
| Q2 2015 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | -16.7% |
| Q2 2014 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | -14.3% |
| Q1 2014 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | +16.7% |
| Q4 2013 | $4,000 | – | 35 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |