ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 243 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.80 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,397,000 | -46.0% | 9,356 | -47.7% | 0.12% | -40.6% |
| Q2 2017 | $2,586,000 | +33.3% | 17,905 | +28.9% | 0.20% | +34.0% |
| Q1 2017 | $1,940,000 | +422.9% | 13,896 | +376.5% | 0.15% | +406.9% |
| Q2 2016 | $371,000 | -28.2% | 2,916 | -31.8% | 0.03% | -35.6% |
| Q1 2016 | $517,000 | -51.4% | 4,274 | -55.8% | 0.04% | -48.3% |
| Q4 2015 | $1,063,000 | +99.8% | 9,667 | +126.2% | 0.09% | +77.6% |
| Q3 2015 | $532,000 | +19.8% | 4,274 | +19.7% | 0.05% | +22.5% |
| Q2 2015 | $444,000 | +1.4% | 3,570 | +1.5% | 0.04% | +2.6% |
| Q1 2015 | $438,000 | -100.0% | 3,517 | -68.3% | 0.04% | -58.5% |
| Q4 2014 | $1,335,684,000 | +99726.9% | 11,099 | -3.3% | 0.09% | -7.8% |
| Q3 2014 | $1,338,000 | -8.5% | 11,483 | -7.5% | 0.10% | -11.3% |
| Q2 2014 | $1,462,000 | +8.0% | 12,416 | +4.2% | 0.12% | -1.7% |
| Q1 2014 | $1,354,000 | -2.2% | 11,915 | -4.5% | 0.12% | -4.9% |
| Q4 2013 | $1,384,000 | +2.1% | 12,482 | -6.4% | 0.12% | -6.8% |
| Q3 2013 | $1,356,000 | +409.8% | 13,332 | +380.3% | 0.13% | +300.0% |
| Q2 2013 | $266,000 | – | 2,776 | – | 0.03% | – |
Download | ||||||
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% |