ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.37 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 ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |