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 | ||||
---|---|---|---|---|---|---|
Q2 2017 | $1,260,000 | +90.9% | 8,752 | +76.3% | 0.04% | +118.8% |
Q4 2016 | $660,000 | +70.5% | 4,965 | +59.1% | 0.02% | +100.0% |
Q1 2015 | $387,000 | +56.0% | 3,121 | +53.9% | 0.01% | +100.0% |
Q4 2014 | $248,000 | -48.0% | 2,028 | -50.0% | 0.00% | -42.9% |
Q2 2014 | $477,000 | +133.8% | 4,055 | +119.8% | 0.01% | +250.0% |
Q4 2013 | $204,000 | – | 1,845 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Georgetown University | 237,678 | $51,669,000 | 17.38% |
PITCAIRN CO | 629,232 | $136,789,000 | 14.45% |
Family Firm, Inc. | 224,698 | $48,847,000 | 14.39% |
AlphaCore Capital LLC | 137,074 | $29,798,000 | 13.83% |
SCS Capital Management LLC | 2,283,030 | $496,308,000 | 13.71% |
Wind River Trust Co | 124,792 | $27,129,000 | 13.18% |
TLWM | 145,905 | $31,723,000 | 12.15% |
Wealthstream Advisors, Inc. | 54,430 | $11,833,000 | 11.96% |
Evensky & Katz LLC | 437,739 | $95,160,000 | 10.86% |
LGL PARTNERS, LLC | 297,327 | $64,636,000 | 10.46% |