ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 205 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.96 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $4,599,000 | +5.2% | 32,873 | 0.0% | 2.62% | -4.3% |
| Q4 2016 | $4,371,000 | +3.7% | 32,873 | 0.0% | 2.74% | +6.2% |
| Q3 2016 | $4,214,000 | -67.9% | 32,873 | -69.0% | 2.58% | -61.2% |
| Q2 2016 | $13,130,000 | +2.6% | 105,873 | 0.0% | 6.64% | +12.3% |
| Q1 2016 | $12,796,000 | +0.5% | 105,873 | 0.0% | 5.91% | +3.6% |
| Q4 2015 | $12,738,000 | +5.6% | 105,873 | 0.0% | 5.71% | +2.1% |
| Q3 2015 | $12,058,000 | -8.1% | 105,873 | 0.0% | 5.59% | -9.7% |
| Q2 2015 | $13,126,000 | +0.1% | 105,873 | 0.0% | 6.20% | -1.1% |
| Q1 2015 | $13,112,000 | +1.3% | 105,873 | 0.0% | 6.27% | -3.1% |
| Q4 2014 | $12,947,000 | +4.7% | 105,873 | 0.0% | 6.46% | +6.7% |
| Q3 2014 | $12,365,000 | -0.8% | 105,873 | -0.0% | 6.06% | -4.6% |
| Q2 2014 | $12,466,000 | +4.8% | 105,874 | 0.0% | 6.35% | -5.0% |
| Q1 2014 | $11,891,000 | +1.5% | 105,874 | 0.0% | 6.68% | -6.1% |
| Q4 2013 | $11,715,000 | +9.4% | 105,874 | 0.0% | 7.12% | -2.3% |
| Q3 2013 | $10,708,000 | +4.9% | 105,874 | 0.0% | 7.28% | -8.3% |
| Q2 2013 | $10,206,000 | – | 105,874 | – | 7.94% | – |
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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% |