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 ↓ |
|---|---|---|---|
| Evensky & Katz LLC | 1,238,084 | $153,497,000 | 40.36% |
| SCS Capital Management LLC | 5,542,995 | $687,221,000 | 36.96% |
| Tanglewood Wealth Management, Inc. | 641,631 | $79,549,000 | 34.95% |
| GM Advisory Group, LLC | 245,598 | $30,449,000 | 12.00% |
| PITCAIRN CO | 835,735 | $103,615,000 | 11.97% |
| Wind River Trust Co | 189,135 | $23,449,000 | 11.38% |
| Stairway Partners, LLC | 212,328 | $26,324,000 | 11.34% |
| Capital Analysts, LLC | 386,348 | $47,899,527,000 | 9.80% |
| McCutchen Group LLC | 140,790 | $17,455,000 | 8.20% |
| BRIGHTON JONES LLC | 279,110 | $34,604,000 | 7.90% |