ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.52 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $769,000 | +1.2% | 5,338 | -1.8% | 0.02% | +7.1% |
| Q1 2017 | $760,000 | +25.2% | 5,435 | +19.1% | 0.01% | +16.7% |
| Q4 2016 | $607,000 | +8.4% | 4,562 | +4.4% | 0.01% | +9.1% |
| Q3 2016 | $560,000 | +7.1% | 4,368 | +3.6% | 0.01% | -8.3% |
| Q2 2016 | $523,000 | -33.5% | 4,218 | -35.2% | 0.01% | -45.5% |
| Q1 2016 | $786,000 | +7.1% | 6,507 | +6.6% | 0.02% | +10.0% |
| Q4 2015 | $734,000 | +89.2% | 6,104 | +79.3% | 0.02% | +122.2% |
| Q3 2015 | $388,000 | -7.0% | 3,404 | +1.3% | 0.01% | +12.5% |
| Q2 2015 | $417,000 | +5.0% | 3,361 | +4.7% | 0.01% | +14.3% |
| Q1 2015 | $397,000 | +5.0% | 3,209 | +3.7% | 0.01% | -12.5% |
| Q4 2014 | $378,000 | +4.7% | 3,094 | 0.0% | 0.01% | +14.3% |
| Q3 2014 | $361,000 | -14.7% | 3,094 | -13.9% | 0.01% | -22.2% |
| Q2 2014 | $423,000 | +11.6% | 3,594 | +6.4% | 0.01% | -10.0% |
| Q1 2014 | $379,000 | +1.3% | 3,379 | 0.0% | 0.01% | -16.7% |
| Q4 2013 | $374,000 | +9.4% | 3,379 | 0.0% | 0.01% | -14.3% |
| Q3 2013 | $342,000 | -12.3% | 3,379 | -16.4% | 0.01% | -22.2% |
| Q2 2013 | $390,000 | – | 4,044 | – | 0.02% | – |
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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% |