ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 240 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.29 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $33,924,000 | +5.4% | 242,489 | +0.2% | 0.24% | -3.5% |
| Q4 2016 | $32,188,000 | +0.7% | 242,051 | -2.9% | 0.25% | -5.2% |
| Q3 2016 | $31,953,000 | +0.4% | 249,257 | -2.9% | 0.27% | -8.2% |
| Q2 2016 | $31,823,000 | +3.0% | 256,598 | +0.4% | 0.29% | -3.3% |
| Q1 2016 | $30,882,000 | -0.0% | 255,521 | -0.5% | 0.30% | -4.4% |
| Q4 2015 | $30,887,000 | +1.5% | 256,731 | -3.9% | 0.32% | -6.2% |
| Q3 2015 | $30,424,000 | -8.4% | 267,138 | -0.3% | 0.34% | -8.2% |
| Q2 2015 | $33,212,000 | -1.3% | 267,887 | -1.4% | 0.37% | -5.7% |
| Q1 2015 | $33,651,000 | +1.4% | 271,714 | +0.1% | 0.39% | -6.0% |
| Q4 2014 | $33,199,000 | +5.1% | 271,477 | +0.4% | 0.41% | -3.9% |
| Q3 2014 | $31,579,000 | -4.0% | 270,396 | -3.2% | 0.43% | -8.5% |
| Q2 2014 | $32,880,000 | +3.9% | 279,263 | -0.9% | 0.47% | -5.8% |
| Q1 2014 | $31,647,000 | +2.0% | 281,784 | +0.5% | 0.50% | -2.7% |
| Q4 2013 | $31,017,000 | +13.0% | 280,310 | +3.3% | 0.51% | -0.4% |
| Q3 2013 | $27,457,000 | +9.7% | 271,479 | +4.6% | 0.52% | -1.3% |
| Q2 2013 | $25,026,000 | – | 259,604 | – | 0.52% | – |
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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% |