ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.52 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $232,000 | +0.4% | 1,922 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $231,000 | +5.5% | 1,922 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $219,000 | -11.7% | 1,922 | -3.9% | 0.01% | -14.3% |
| Q2 2015 | $248,000 | 0.0% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $248,000 | +1.2% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $245,000 | +4.7% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $234,000 | -0.4% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $235,000 | +4.4% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $225,000 | +1.8% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $221,000 | +9.4% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $202,000 | – | 2,000 | – | 0.01% | – |
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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% |