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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $214,000 | -27.7% | 1,666 | -30.3% | 0.03% | -35.0% |
| Q2 2016 | $296,000 | -85.5% | 2,390 | -85.9% | 0.04% | -85.4% |
| Q1 2016 | $2,044,000 | -6.4% | 16,899 | -6.8% | 0.27% | -6.2% |
| Q4 2015 | $2,184,000 | +2.7% | 18,132 | -2.6% | 0.29% | +1.4% |
| Q3 2015 | $2,126,000 | +39.0% | 18,607 | +49.9% | 0.29% | +46.2% |
| Q2 2015 | $1,530,000 | – | 12,409 | – | 0.20% | – |
Download | ||||||
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% |