ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 360 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.43 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $2,169,000 | +2.9% | 15,060 | 0.0% | 3.05% | -4.6% |
| Q1 2017 | $2,107,000 | +3.3% | 15,060 | 0.0% | 3.20% | -0.7% |
| Q4 2016 | $2,039,000 | +146.3% | 15,060 | +133.1% | 3.22% | +33.8% |
| Q3 2016 | $828,000 | +0.4% | 6,460 | 0.0% | 2.40% | -3.5% |
| Q2 2016 | $825,000 | +218.5% | 6,460 | +201.9% | 2.49% | +373.8% |
| Q1 2016 | $259,000 | – | 2,140 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evensky & Katz LLC | 1,238,084 | $153,497,000 | 40.36% |
| SCS Capital Management LLC | 5,542,995 | $687,221,000 | 36.96% |
| Tanglewood Wealth Management, Inc. | 641,631 | $79,549,000 | 34.95% |
| GM Advisory Group, LLC | 245,598 | $30,449,000 | 12.00% |
| PITCAIRN CO | 835,735 | $103,615,000 | 11.97% |
| Wind River Trust Co | 189,135 | $23,449,000 | 11.38% |
| Stairway Partners, LLC | 212,328 | $26,324,000 | 11.34% |
| Capital Analysts, LLC | 386,348 | $47,899,527,000 | 9.80% |
| McCutchen Group LLC | 140,790 | $17,455,000 | 8.20% |
| BRIGHTON JONES LLC | 279,110 | $34,604,000 | 7.90% |