ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.37 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $78,000 | +6.8% | 491 | 0.0% | 0.04% | +2.6% |
| Q3 2017 | $73,000 | +2.8% | 491 | 0.0% | 0.04% | -2.6% |
| Q2 2017 | $71,000 | +2.9% | 491 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $69,000 | +6.2% | 491 | 0.0% | 0.04% | -2.5% |
| Q4 2016 | $65,000 | +3.2% | 491 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $63,000 | +3.3% | 491 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $61,000 | +38.6% | 491 | +35.3% | 0.04% | +33.3% |
| Q1 2016 | $44,000 | 0.0% | 363 | 0.0% | 0.03% | +3.4% |
| Q4 2015 | $44,000 | +7.3% | 363 | 0.0% | 0.03% | -6.5% |
| Q3 2015 | $41,000 | -8.9% | 363 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $45,000 | 0.0% | 363 | 0.0% | 0.03% | -3.1% |
| Q1 2015 | $45,000 | +2.3% | 363 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $44,000 | +4.8% | 363 | 0.0% | 0.03% | +3.2% |
| Q3 2014 | $42,000 | 0.0% | 363 | 0.0% | 0.03% | +3.3% |
| Q2 2014 | $42,000 | +2.4% | 363 | 0.0% | 0.03% | -11.8% |
| Q1 2014 | $41,000 | +2.5% | 363 | 0.0% | 0.03% | +3.0% |
| Q4 2013 | $40,000 | – | 363 | – | 0.03% | – |
Download | ||||||
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% |