ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.37 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $134,000 | +3.9% | 1,010 | 0.0% | 0.00% | – |
| Q3 2016 | $129,000 | +29.0% | 1,010 | +25.2% | 0.00% | – |
| Q2 2016 | $100,000 | -33.8% | 807 | -35.3% | 0.00% | – |
| Q1 2016 | $151,000 | +7.9% | 1,248 | +7.1% | 0.00% | – |
| Q4 2015 | $140,000 | +5.3% | 1,165 | 0.0% | 0.00% | – |
| Q3 2015 | $133,000 | -7.6% | 1,165 | 0.0% | 0.00% | – |
| Q2 2015 | $144,000 | 0.0% | 1,165 | 0.0% | 0.00% | – |
| Q1 2015 | $144,000 | -99.3% | 1,165 | -99.3% | 0.00% | -100.0% |
| Q2 2014 | $19,353,000 | +1.4% | 164,371 | -3.2% | 0.03% | -7.1% |
| Q1 2014 | $19,077,000 | – | 169,857 | – | 0.03% | – |
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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% |