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 | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $19,499,000 | -22.7% | 171,209 | -15.9% | 0.17% | -19.2% |
| Q2 2015 | $25,238,000 | -4.4% | 203,567 | -4.5% | 0.21% | -6.3% |
| Q1 2015 | $26,392,000 | -4.1% | 213,095 | -5.3% | 0.22% | -7.1% |
| Q4 2014 | $27,529,000 | -5.5% | 225,117 | -9.7% | 0.24% | -10.5% |
| Q3 2014 | $29,125,000 | -1.2% | 249,378 | -0.4% | 0.27% | -0.7% |
| Q2 2014 | $29,474,000 | +102.5% | 250,332 | +93.2% | 0.27% | +31.9% |
| Q1 2014 | $14,555,000 | -6.0% | 129,599 | -7.4% | 0.20% | -12.4% |
| Q4 2013 | $15,487,000 | – | 139,965 | – | 0.23% | – |
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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% |