ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 243 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.80 and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| SCS Capital Management LLC | 4,244,814 | $623,648,000 | 24.43% |
| SENTINEL TRUST CO LBA | 536,827 | $78,871,000 | 24.34% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 3,280,620 | $481,988,000 | 21.58% |
| TLWM | 208,785 | $31,760,000 | 19.24% |
| Sigma Investment Management Co | 154,223 | $22,658,000 | 18.09% |
| Wechter Feldman Wealth Management, Inc. | 113,961 | $16,743,000 | 16.11% |
| Evensky & Katz LLC | 637,006 | $93,589,000 | 15.57% |
| PITCAIRN CO | 844,745 | $124,110,000 | 13.75% |
| Compass Financial Group, Inc. | 76,562 | $11,248,000 | 12.98% |
| DERBY & COMPANY, INC | 121,175 | $17,803,000 | 11.21% |