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% | – |
Download | ||||||
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% |