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 | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $11,159,000 | -3.0% | 89,361 | -5.0% | 1.64% | -8.2% |
| Q4 2014 | $11,509,000 | +4.5% | 94,113 | +0.2% | 1.78% | +1.9% |
| Q3 2014 | $11,017,000 | -1.3% | 93,934 | -0.9% | 1.75% | -6.2% |
| Q2 2014 | $11,163,000 | +7.2% | 94,808 | +2.3% | 1.86% | -8.9% |
| Q1 2014 | $10,412,000 | -7.7% | 92,704 | -9.0% | 2.05% | -44.9% |
| Q4 2013 | $11,278,000 | +6.9% | 101,922 | -2.3% | 3.71% | -9.2% |
| Q3 2013 | $10,554,000 | +3.5% | 104,349 | -1.4% | 4.09% | +12.8% |
| Q2 2013 | $10,199,000 | – | 105,796 | – | 3.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,975 | $54,038,000 | 18.84% |
| Georgetown University | 236,989 | $62,179,000 | 15.86% |
| Family Firm, Inc. | 223,836 | $58,728,000 | 15.39% |
| PITCAIRN CO | 656,312 | $172,197,000 | 15.00% |
| AlphaCore Capital LLC | 140,122 | $36,764,000 | 14.27% |
| SCS Capital Management LLC | 2,333,855 | $612,334,000 | 14.05% |
| Wind River Trust Co | 127,517 | $33,457,000 | 13.39% |
| Wealthstream Advisors, Inc. | 57,385 | $15,056,000 | 13.17% |
| Evensky & Katz LLC | 444,876 | $116,722,000 | 11.54% |
| Wealth CMT | 79,116 | $20,758,000 | 10.59% |