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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |