ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 234 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.73 and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| SCS Capital Management LLC | 3,828,709 | $659,686,000 | 22.50% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 2,258,160 | $389,080,000 | 21.83% |
| Sigma Investment Management Co | 149,921 | $25,831,000 | 21.02% |
| TLWM | 200,384 | $34,530,000 | 20.10% |
| Evensky & Katz LLC | 643,806 | $110,927,000 | 16.41% |
| SENTINEL TRUST CO LBA | 402,440 | $69,341,000 | 15.04% |
| PITCAIRN CO | 840,945 | $144,895,000 | 15.02% |
| Compass Financial Group, Inc. | 76,883 | $13,247,000 | 14.48% |
| Tanglewood Wealth Management, Inc. | 265,355 | $45,721,000 | 12.92% |
| Wechter Feldman Wealth Management, Inc. | 115,377 | $19,879,000 | 12.15% |