ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.52 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $307 | -99.9% | 1,392 | -29.7% | 0.05% | -36.0% |
| Q1 2018 | $309,000 | -2.2% | 1,979 | -1.0% | 0.08% | -3.8% |
| Q4 2017 | $316,000 | +3.3% | 1,998 | -2.7% | 0.08% | -2.5% |
| Q3 2017 | $306,000 | +24.9% | 2,053 | -4.6% | 0.08% | -15.8% |
| Q3 2015 | $245,000 | -20.7% | 2,152 | -13.7% | 0.10% | -16.7% |
| Q2 2015 | $309,000 | -22.4% | 2,494 | -22.3% | 0.11% | -19.7% |
| Q1 2015 | $398,000 | -66.3% | 3,210 | -66.7% | 0.14% | -67.5% |
| Q4 2014 | $1,180,000 | – | 9,650 | – | 0.44% | – |
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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% |