ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.37 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $798,000 | +33.9% | 6,636 | +26.7% | 0.08% | +26.9% |
| Q3 2015 | $596,000 | -21.4% | 5,237 | -14.4% | 0.07% | -16.2% |
| Q2 2015 | $758,000 | -16.1% | 6,118 | -16.1% | 0.08% | -17.5% |
| Q1 2015 | $903,000 | +7.2% | 7,293 | +5.9% | 0.10% | +2.1% |
| Q4 2014 | $842,000 | +8.8% | 6,888 | +4.0% | 0.10% | +2.2% |
| Q3 2014 | $774,000 | +38.7% | 6,625 | +39.7% | 0.09% | +32.9% |
| Q2 2014 | $558,000 | -30.7% | 4,743 | -33.8% | 0.07% | -38.6% |
| Q1 2014 | $805,000 | -19.5% | 7,166 | -20.8% | 0.11% | +48.1% |
| Q4 2013 | $1,000,000 | +314.9% | 9,046 | +279.6% | 0.08% | +83.3% |
| Q3 2013 | $241,000 | – | 2,383 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |