ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 243 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.80 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $1,318,000 | +6.9% | 9,911 | +3.0% | 0.04% | +2.4% |
Q3 2016 | $1,233,000 | -0.4% | 9,623 | -3.7% | 0.04% | -4.5% |
Q2 2016 | $1,238,000 | +196.9% | 9,989 | +189.7% | 0.04% | +158.8% |
Q1 2016 | $417,000 | -3.5% | 3,448 | -4.1% | 0.02% | -15.0% |
Q4 2015 | $432,000 | +278.9% | 3,594 | +257.6% | 0.02% | +122.2% |
Q3 2015 | $114,000 | -3.4% | 1,005 | +5.2% | 0.01% | +12.5% |
Q2 2015 | $118,000 | -24.4% | 955 | -24.2% | 0.01% | -27.3% |
Q1 2015 | $156,000 | -2.5% | 1,260 | -3.4% | 0.01% | -35.3% |
Q4 2014 | $160,000 | -2.4% | 1,305 | -7.1% | 0.02% | -15.0% |
Q3 2014 | $164,000 | +12.3% | 1,405 | +13.3% | 0.02% | 0.0% |
Q2 2014 | $146,000 | -57.6% | 1,240 | -59.4% | 0.02% | -20.0% |
Q1 2014 | $344,000 | +103.6% | 3,056 | +100.0% | 0.02% | -3.8% |
Q4 2013 | $169,000 | 0.0% | 1,528 | -8.4% | 0.03% | -13.3% |
Q3 2013 | $169,000 | +15.8% | 1,668 | +10.4% | 0.03% | +3.4% |
Q2 2013 | $146,000 | – | 1,511 | – | 0.03% | – |
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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% |