ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 205 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.96 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $1,689,000 | -52.4% | 14,462 | -52.0% | 0.24% | -53.3% |
| Q2 2014 | $3,547,000 | +136.0% | 30,124 | +125.1% | 0.51% | +113.0% |
| Q1 2014 | $1,503,000 | +41.0% | 13,381 | +38.9% | 0.24% | +32.2% |
| Q4 2013 | $1,066,000 | +31.9% | 9,633 | +20.5% | 0.18% | -8.6% |
| Q3 2013 | $808,000 | +12.7% | 7,993 | +7.3% | 0.20% | -1.5% |
| Q2 2013 | $717,000 | – | 7,446 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Georgetown University | 237,678 | $51,669,000 | 17.38% |
| PITCAIRN CO | 629,232 | $136,789,000 | 14.45% |
| Family Firm, Inc. | 224,698 | $48,847,000 | 14.39% |
| AlphaCore Capital LLC | 137,074 | $29,798,000 | 13.83% |
| SCS Capital Management LLC | 2,283,030 | $496,308,000 | 13.71% |
| Wind River Trust Co | 124,792 | $27,129,000 | 13.18% |
| TLWM | 145,905 | $31,723,000 | 12.15% |
| Wealthstream Advisors, Inc. | 54,430 | $11,833,000 | 11.96% |
| Evensky & Katz LLC | 437,739 | $95,160,000 | 10.86% |
| LGL PARTNERS, LLC | 297,327 | $64,636,000 | 10.46% |