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 2016 | $3,487,000 | +0.5% | 28,849 | 0.0% | 2.98% | +6.7% |
| Q4 2015 | $3,471,000 | +5.6% | 28,849 | 0.0% | 2.79% | +0.7% |
| Q3 2015 | $3,286,000 | -8.1% | 28,849 | 0.0% | 2.78% | +1.7% |
| Q2 2015 | $3,577,000 | +0.1% | 28,849 | 0.0% | 2.73% | +1.1% |
| Q1 2015 | $3,573,000 | +1.3% | 28,849 | 0.0% | 2.70% | +6.0% |
| Q4 2014 | $3,528,000 | +4.7% | 28,849 | 0.0% | 2.54% | +9.4% |
| Q3 2014 | $3,369,000 | -0.8% | 28,849 | 0.0% | 2.33% | +5.7% |
| Q2 2014 | $3,397,000 | +4.8% | 28,849 | 0.0% | 2.20% | +5.0% |
| Q1 2014 | $3,240,000 | +1.5% | 28,849 | 0.0% | 2.10% | +1.5% |
| Q4 2013 | $3,192,000 | +9.4% | 28,849 | 0.0% | 2.07% | +4.5% |
| Q3 2013 | $2,918,000 | +4.9% | 28,849 | 0.0% | 1.98% | -5.3% |
| Q2 2013 | $2,781,000 | – | 28,849 | – | 2.09% | – |
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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% |