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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $325,000 | -11.9% | 1,237 | -58.4% | 0.02% | -89.9% |
| Q2 2015 | $369,000 | -3.4% | 2,977 | -3.4% | 0.25% | -0.8% |
| Q1 2015 | $382,000 | -4.7% | 3,081 | -6.0% | 0.25% | -4.2% |
| Q4 2014 | $401,000 | +78.2% | 3,279 | +59.7% | 0.26% | +106.3% |
| Q3 2014 | $225,000 | -28.1% | 2,053 | -22.8% | 0.13% | -37.0% |
| Q2 2014 | $313,000 | +13.4% | 2,659 | +8.1% | 0.20% | -31.0% |
| Q1 2014 | $276,000 | – | 2,459 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |