ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 243 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.80 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $200,000 | -8.3% | 1,758 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $218,000 | 0.0% | 1,758 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $218,000 | +1.4% | 1,758 | 0.0% | 0.03% | +3.8% |
| Q4 2014 | $215,000 | -48.7% | 1,758 | +43850.0% | 0.03% | -50.9% |
| Q2 2014 | $419,000 | +4.8% | 4 | 0.0% | 0.05% | -3.6% |
| Q1 2014 | $400,000 | +1.5% | 4 | 0.0% | 0.06% | 0.0% |
| Q4 2013 | $394,000 | +19.0% | 4 | +33.3% | 0.06% | +7.8% |
| Q3 2013 | $331,000 | -21.6% | 3 | -25.0% | 0.05% | -25.0% |
| Q2 2013 | $422,000 | – | 4 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,975 | $54,038,000 | 18.84% |
| Georgetown University | 236,989 | $62,179,000 | 15.86% |
| Family Firm, Inc. | 223,836 | $58,728,000 | 15.39% |
| PITCAIRN CO | 656,312 | $172,197,000 | 15.00% |
| AlphaCore Capital LLC | 140,122 | $36,764,000 | 14.27% |
| SCS Capital Management LLC | 2,333,855 | $612,334,000 | 14.05% |
| Wind River Trust Co | 127,517 | $33,457,000 | 13.39% |
| Wealthstream Advisors, Inc. | 57,385 | $15,056,000 | 13.17% |
| Evensky & Katz LLC | 444,876 | $116,722,000 | 11.54% |
| Wealth CMT | 79,116 | $20,758,000 | 10.59% |