ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 313 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.05 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 ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |