ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 327 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2016 | $258,000 | +2.8% | 2,084 | 0.0% | 0.05% | -2.0% |
Q1 2016 | $251,000 | -3.5% | 2,084 | -3.7% | 0.05% | 0.0% |
Q4 2015 | $260,000 | +5.7% | 2,164 | 0.0% | 0.05% | +2.0% |
Q3 2015 | $246,000 | -8.2% | 2,164 | 0.0% | 0.05% | 0.0% |
Q2 2015 | $268,000 | +5.9% | 2,164 | +5.9% | 0.05% | +4.3% |
Q1 2015 | $253,000 | +4.1% | 2,044 | +2.5% | 0.05% | +2.2% |
Q4 2014 | $243,000 | +4.7% | 1,994 | 0.0% | 0.05% | 0.0% |
Q3 2014 | $232,000 | +1.3% | 1,994 | +2.2% | 0.05% | +24.3% |
Q2 2014 | $229,000 | -72.4% | 1,952 | -74.0% | 0.04% | -80.8% |
Q4 2013 | $830,000 | +29.7% | 7,503 | +18.6% | 0.19% | +17.0% |
Q3 2013 | $640,000 | +63.7% | 6,328 | +56.0% | 0.16% | +38.7% |
Q2 2013 | $391,000 | – | 4,057 | – | 0.12% | – |
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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% |