ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 295 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $456,000 | -59.9% | 2,914 | -59.5% | 0.07% | -4.1% |
| Q4 2017 | $1,138,000 | +11.7% | 7,195 | +5.5% | 0.07% | -23.2% |
| Q3 2017 | $1,019,000 | -70.7% | 6,823 | -71.7% | 0.10% | -27.5% |
| Q2 2017 | $3,474,000 | -32.1% | 24,122 | -34.1% | 0.13% | +254.1% |
| Q1 2017 | $5,120,000 | -14.4% | 36,597 | -18.6% | 0.04% | +37.0% |
| Q4 2016 | $5,980,000 | +215.2% | 44,967 | +194.0% | 0.03% | +200.0% |
| Q2 2015 | $1,897,000 | -39.7% | 15,297 | -39.8% | 0.01% | -35.7% |
| Q1 2015 | $3,147,000 | +728.2% | 25,408 | +639.9% | 0.01% | +1300.0% |
| Q4 2013 | $380,000 | -90.5% | 3,434 | -91.3% | 0.00% | -92.9% |
| Q3 2013 | $4,001,000 | +630.1% | 39,557 | +595.6% | 0.01% | +600.0% |
| Q2 2013 | $548,000 | – | 5,687 | – | 0.00% | – |
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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% |