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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $10,926,000 | -2.1% | 88,125 | -2.2% | 2.80% | +3.3% |
| Q1 2015 | $11,157,000 | -1.0% | 90,085 | -2.3% | 2.71% | -1.7% |
| Q4 2014 | $11,275,000 | +15.0% | 92,198 | +9.8% | 2.75% | +12.6% |
| Q3 2014 | $9,803,000 | -7.6% | 83,943 | -6.9% | 2.44% | -4.1% |
| Q2 2014 | $10,614,000 | +1.7% | 90,150 | -3.0% | 2.55% | +5.0% |
| Q1 2014 | $10,435,000 | -4.5% | 92,911 | -5.9% | 2.43% | -3.3% |
| Q4 2013 | $10,927,000 | +11.3% | 98,756 | +1.7% | 2.51% | +3.7% |
| Q3 2013 | $9,819,000 | +2.1% | 97,084 | -2.7% | 2.42% | -4.0% |
| Q2 2013 | $9,614,000 | – | 99,729 | – | 2.52% | – |
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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% |