ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.52 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 | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |