ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 316 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.16 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |