ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 240 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.29 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $66,000 | +20.0% | 350 | -6.7% | 0.00% | – |
| Q4 2018 | $55,000 | -73.3% | 375 | -77.5% | 0.00% | -100.0% |
| Q1 2015 | $206,000 | +1.0% | 1,666 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $204,000 | -23.6% | 1,666 | -26.4% | 0.00% | -50.0% |
| Q2 2014 | $267,000 | -16.0% | 2,265 | -19.9% | 0.00% | 0.0% |
| Q1 2014 | $318,000 | +11.2% | 2,827 | +9.5% | 0.00% | 0.0% |
| Q4 2013 | $286,000 | -6.8% | 2,582 | -15.0% | 0.00% | -33.3% |
| Q3 2013 | $307,000 | – | 3,036 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |