ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 288 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.06 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $6,576,000 | +29.1% | 53,042 | +29.0% | 0.01% | +25.0% |
| Q1 2015 | $5,093,000 | -79.2% | 41,124 | -79.5% | 0.00% | -83.3% |
| Q4 2014 | $24,487,000 | +217.8% | 200,239 | +203.6% | 0.02% | +166.7% |
| Q3 2014 | $7,704,000 | +8.7% | 65,961 | +9.6% | 0.01% | 0.0% |
| Q2 2014 | $7,086,000 | +24.9% | 60,185 | +19.2% | 0.01% | +28.6% |
| Q1 2014 | $5,672,000 | -45.2% | 50,502 | -46.1% | 0.01% | -50.0% |
| Q4 2013 | $10,359,000 | +498.8% | 93,622 | +447.3% | 0.01% | +366.7% |
| Q3 2013 | $1,730,000 | +2.9% | 17,105 | -2.0% | 0.00% | 0.0% |
| Q2 2013 | $1,682,000 | – | 17,452 | – | 0.00% | – |
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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% |