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 ↓ |
|---|---|---|---|
| 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% |