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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $2,698,000 | -6.4% | 22,422 | -11.4% | 0.28% | -4.5% |
| Q3 2015 | $2,883,000 | -7.7% | 25,314 | +0.4% | 0.29% | +8.6% |
| Q2 2015 | $3,125,000 | +5.6% | 25,205 | +5.5% | 0.27% | +9.0% |
| Q1 2015 | $2,959,000 | +4.1% | 23,894 | +2.8% | 0.24% | +3.8% |
| Q4 2014 | $2,842,000 | +8.1% | 23,237 | +3.2% | 0.24% | +10.8% |
| Q3 2014 | $2,630,000 | -10.1% | 22,519 | -9.4% | 0.21% | -9.0% |
| Q2 2014 | $2,927,000 | -8.7% | 24,859 | -12.9% | 0.23% | +0.4% |
| Q1 2014 | $3,205,000 | +3.3% | 28,534 | +1.7% | 0.23% | -4.1% |
| Q4 2013 | $3,103,000 | -14.4% | 28,045 | -21.8% | 0.24% | -17.1% |
| Q3 2013 | $3,626,000 | +0.2% | 35,847 | -4.5% | 0.29% | -5.2% |
| Q2 2013 | $3,618,000 | – | 37,534 | – | 0.31% | – |
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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% |