ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 288 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.06 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $615,000 | +1.3% | 4,965 | 0.0% | 0.14% | +8.4% |
| Q4 2014 | $607,000 | +4.7% | 4,965 | 0.0% | 0.13% | +2.3% |
| Q3 2014 | $580,000 | -0.9% | 4,965 | 0.0% | 0.13% | -1.5% |
| Q2 2014 | $585,000 | +4.8% | 4,965 | 0.0% | 0.13% | +2.4% |
| Q1 2014 | $558,000 | -52.3% | 4,965 | -55.3% | 0.13% | -20.6% |
| Q4 2013 | $1,169,000 | +88.5% | 11,095 | +81.0% | 0.16% | -10.1% |
| Q3 2013 | $620,000 | +4.9% | 6,130 | 0.0% | 0.18% | -1.7% |
| Q2 2013 | $591,000 | – | 6,130 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |