ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 314 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 3.67 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 | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |