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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $275,000 | -21.2% | 1,855 | 0.0% | 0.19% | -16.2% |
| Q4 2019 | $349,000 | +8.4% | 1,855 | 0.0% | 0.23% | -0.4% |
| Q3 2019 | $322,000 | +0.9% | 1,855 | 0.0% | 0.23% | +15.1% |
| Q2 2019 | $319,000 | +3.2% | 1,855 | 0.0% | 0.20% | +19.9% |
| Q1 2019 | $309,000 | +13.6% | 1,855 | 0.0% | 0.17% | +1.2% |
| Q4 2018 | $272,000 | -14.7% | 1,855 | 0.0% | 0.16% | -15.0% |
| Q3 2018 | $319,000 | +6.0% | 1,855 | 0.0% | 0.19% | +1.0% |
| Q2 2018 | $301,000 | +3.8% | 1,855 | 0.0% | 0.19% | +8.5% |
| Q1 2018 | $290,000 | -1.0% | 1,855 | 0.0% | 0.18% | -0.6% |
| Q4 2017 | $293,000 | +6.2% | 1,855 | 0.0% | 0.18% | +1.1% |
| Q3 2017 | $276,000 | +3.4% | 1,855 | 0.0% | 0.18% | -0.6% |
| Q2 2017 | $267,000 | +3.1% | 1,855 | 0.0% | 0.18% | +5.4% |
| Q1 2017 | $259,000 | +5.3% | 1,855 | 0.0% | 0.17% | 0.0% |
| Q4 2016 | $246,000 | +3.8% | 1,855 | 0.0% | 0.17% | +14.4% |
| Q3 2016 | $237,000 | +3.0% | 1,855 | 0.0% | 0.15% | +2.8% |
| Q2 2016 | $230,000 | +2.7% | 1,855 | 0.0% | 0.14% | -2.7% |
| Q1 2016 | $224,000 | +0.4% | 1,855 | 0.0% | 0.15% | -0.7% |
| Q4 2015 | $223,000 | +5.7% | 1,855 | 0.0% | 0.15% | +6.5% |
| Q3 2015 | $211,000 | -7.9% | 1,855 | 0.0% | 0.14% | +0.7% |
| Q2 2015 | $229,000 | -0.4% | 1,855 | 0.0% | 0.14% | -1.4% |
| Q1 2015 | $230,000 | +1.3% | 1,855 | 0.0% | 0.14% | +7.8% |
| Q4 2014 | $227,000 | +4.6% | 1,855 | 0.0% | 0.13% | +14.2% |
| Q3 2014 | $217,000 | -0.5% | 1,855 | 0.0% | 0.11% | +1.8% |
| Q2 2014 | $218,000 | +4.8% | 1,855 | 0.0% | 0.11% | -2.6% |
| Q1 2014 | $208,000 | +1.5% | 1,855 | 0.0% | 0.11% | -26.0% |
| Q4 2013 | $205,000 | – | 1,855 | – | 0.15% | – |
Download | ||||||
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% |