ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 314 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 3.67 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $67,000 | -25.6% | 504 | -28.2% | 0.02% | -24.2% |
Q3 2016 | $90,000 | -1.1% | 702 | -6.9% | 0.03% | -29.8% |
Q4 2015 | $91,000 | +9.6% | 754 | +3.6% | 0.05% | 0.0% |
Q3 2015 | $83,000 | -15.3% | 728 | -8.2% | 0.05% | -2.1% |
Q2 2015 | $98,000 | +63.3% | 793 | +63.5% | 0.05% | +41.2% |
Q1 2015 | $60,000 | -1.6% | 485 | -3.4% | 0.03% | -26.1% |
Q4 2014 | $61,000 | – | 502 | – | 0.05% | – |
Download |
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% |