ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 288 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.06 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| SCS Capital Management LLC | 4,244,814 | $623,648,000 | 24.43% |
| SENTINEL TRUST CO LBA | 536,827 | $78,871,000 | 24.34% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 3,280,620 | $481,988,000 | 21.58% |
| TLWM | 208,785 | $31,760,000 | 19.24% |
| Sigma Investment Management Co | 154,223 | $22,658,000 | 18.09% |
| Wechter Feldman Wealth Management, Inc. | 113,961 | $16,743,000 | 16.11% |
| Evensky & Katz LLC | 637,006 | $93,589,000 | 15.57% |
| PITCAIRN CO | 844,745 | $124,110,000 | 13.75% |
| Compass Financial Group, Inc. | 76,562 | $11,248,000 | 12.98% |
| DERBY & COMPANY, INC | 121,175 | $17,803,000 | 11.21% |