ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 316 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.16 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $280,000 | +6.5% | 2,106 | +2.7% | 0.05% | +2.1% |
| Q3 2016 | $263,000 | -9.9% | 2,051 | -12.9% | 0.05% | -9.4% |
| Q2 2016 | $292,000 | +2.5% | 2,355 | 0.0% | 0.05% | -1.9% |
| Q1 2016 | $285,000 | 0.0% | 2,355 | -0.4% | 0.05% | -1.8% |
| Q4 2015 | $285,000 | -5.6% | 2,365 | -10.7% | 0.06% | -11.3% |
| Q3 2015 | $302,000 | -54.5% | 2,648 | -50.6% | 0.06% | -50.0% |
| Q2 2015 | $664,000 | -28.8% | 5,359 | -28.8% | 0.12% | -28.3% |
| Q1 2015 | $932,000 | -36.6% | 7,522 | -37.4% | 0.17% | -35.2% |
| Q4 2014 | $1,470,000 | -65.8% | 12,024 | -67.4% | 0.27% | -67.3% |
| Q3 2014 | $4,301,000 | +31.2% | 36,827 | +32.3% | 0.82% | +29.7% |
| Q2 2014 | $3,279,000 | +39.4% | 27,846 | +32.9% | 0.63% | +32.1% |
| Q1 2014 | $2,353,000 | +50.3% | 20,951 | +48.1% | 0.48% | +34.5% |
| Q4 2013 | $1,566,000 | +147.4% | 14,151 | +126.2% | 0.35% | +124.1% |
| Q3 2013 | $633,000 | +129.3% | 6,256 | +118.4% | 0.16% | +113.5% |
| Q2 2013 | $276,000 | – | 2,865 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Georgetown University | 237,678 | $51,669,000 | 17.38% |
| PITCAIRN CO | 629,232 | $136,789,000 | 14.45% |
| Family Firm, Inc. | 224,698 | $48,847,000 | 14.39% |
| AlphaCore Capital LLC | 137,074 | $29,798,000 | 13.83% |
| SCS Capital Management LLC | 2,283,030 | $496,308,000 | 13.71% |
| Wind River Trust Co | 124,792 | $27,129,000 | 13.18% |
| TLWM | 145,905 | $31,723,000 | 12.15% |
| Wealthstream Advisors, Inc. | 54,430 | $11,833,000 | 11.96% |
| Evensky & Katz LLC | 437,739 | $95,160,000 | 10.86% |
| LGL PARTNERS, LLC | 297,327 | $64,636,000 | 10.46% |