ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 205 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.96 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $485,000 | -25.2% | 4,265 | -18.5% | 0.16% | -16.8% |
| Q2 2015 | $648,000 | +0.2% | 5,230 | 0.0% | 0.19% | -1.6% |
| Q1 2015 | $647,000 | +1.3% | 5,230 | 0.0% | 0.19% | +2.1% |
| Q4 2014 | $639,000 | +4.8% | 5,230 | 0.0% | 0.19% | +2.2% |
| Q3 2014 | $610,000 | -0.8% | 5,230 | 0.0% | 0.18% | -1.1% |
| Q2 2014 | $615,000 | +4.8% | 5,230 | 0.0% | 0.19% | -0.5% |
| Q1 2014 | $587,000 | +1.6% | 5,230 | 0.0% | 0.19% | -4.1% |
| Q4 2013 | $578,000 | +9.5% | 5,230 | 0.0% | 0.20% | +5.9% |
| Q3 2013 | $528,000 | +4.8% | 5,230 | 0.0% | 0.18% | +1.1% |
| Q2 2013 | $504,000 | – | 5,230 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |