ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 246 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 2.89 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| Evensky & Katz LLC | 1,238,084 | $153,497,000 | 40.36% |
| SCS Capital Management LLC | 5,542,995 | $687,221,000 | 36.96% |
| Tanglewood Wealth Management, Inc. | 641,631 | $79,549,000 | 34.95% |
| GM Advisory Group, LLC | 245,598 | $30,449,000 | 12.00% |
| PITCAIRN CO | 835,735 | $103,615,000 | 11.97% |
| Wind River Trust Co | 189,135 | $23,449,000 | 11.38% |
| Stairway Partners, LLC | 212,328 | $26,324,000 | 11.34% |
| Capital Analysts, LLC | 386,348 | $47,899,527,000 | 9.80% |
| McCutchen Group LLC | 140,790 | $17,455,000 | 8.20% |
| BRIGHTON JONES LLC | 279,110 | $34,604,000 | 7.90% |