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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| SCS Capital Management LLC | 4,244,814 | $623,648,000 | 24.43% |
| SENTINEL TRUST CO LBA | 536,827 | $78,871,000 | 24.34% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 3,280,620 | $481,988,000 | 21.58% |
| TLWM | 208,785 | $31,760,000 | 19.24% |
| Sigma Investment Management Co | 154,223 | $22,658,000 | 18.09% |
| Wechter Feldman Wealth Management, Inc. | 113,961 | $16,743,000 | 16.11% |
| Evensky & Katz LLC | 637,006 | $93,589,000 | 15.57% |
| PITCAIRN CO | 844,745 | $124,110,000 | 13.75% |
| Compass Financial Group, Inc. | 76,562 | $11,248,000 | 12.98% |
| DERBY & COMPANY, INC | 121,175 | $17,803,000 | 11.21% |