ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 313 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.05 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $19,649,000 | +3.0% | 131,626 | -0.6% | 0.12% | -2.5% |
| Q2 2017 | $19,070,000 | +3.7% | 132,411 | +0.7% | 0.12% | -1.6% |
| Q1 2017 | $18,388,000 | -11.1% | 131,440 | -15.5% | 0.12% | -19.6% |
| Q4 2016 | $20,685,000 | +5.4% | 155,549 | +1.6% | 0.15% | -1.9% |
| Q3 2016 | $19,626,000 | +7.2% | 153,103 | +3.7% | 0.16% | +1.3% |
| Q2 2016 | $18,302,000 | +17.9% | 147,575 | +14.9% | 0.15% | +11.6% |
| Q1 2016 | $15,529,000 | +8.1% | 128,488 | +7.6% | 0.14% | +1.5% |
| Q4 2015 | $14,364,000 | +16.3% | 119,391 | +10.1% | 0.14% | +4.6% |
| Q3 2015 | $12,348,000 | -24.5% | 108,424 | -17.9% | 0.13% | -20.2% |
| Q2 2015 | $16,364,000 | +6.8% | 131,991 | +6.7% | 0.16% | +2.5% |
| Q1 2015 | $15,316,000 | -13.8% | 123,667 | -14.9% | 0.16% | -20.1% |
| Q4 2014 | $17,766,000 | -6.9% | 145,274 | -11.1% | 0.20% | -14.2% |
| Q3 2014 | $19,081,000 | +25.7% | 163,382 | +26.7% | 0.23% | +25.4% |
| Q2 2014 | $15,178,000 | +20.2% | 128,907 | +14.7% | 0.18% | +6.3% |
| Q1 2014 | $12,624,000 | +4.6% | 112,403 | +3.1% | 0.17% | -0.6% |
| Q4 2013 | $12,068,000 | +25.2% | 109,067 | +14.5% | 0.18% | +12.2% |
| Q3 2013 | $9,637,000 | -0.2% | 95,282 | -4.9% | 0.16% | -8.2% |
| Q2 2013 | $9,661,000 | – | 100,219 | – | 0.17% | – |
Download | ||||||
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% |