ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 314 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 3.67 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 ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |