ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 234 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.73 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $280,000 | +0.4% | 2,320 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $279,000 | +4.5% | 2,320 | -1.0% | 0.01% | 0.0% |
| Q3 2015 | $267,000 | -7.9% | 2,343 | 0.0% | 0.01% | +9.1% |
| Q2 2015 | $290,000 | 0.0% | 2,343 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $290,000 | +1.0% | 2,343 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $287,000 | +4.7% | 2,343 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $274,000 | +12.8% | 2,343 | +13.5% | 0.01% | +10.0% |
| Q2 2014 | $243,000 | +4.7% | 2,065 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $232,000 | -48.8% | 2,065 | -49.6% | 0.01% | -47.4% |
| Q4 2013 | $453,000 | -62.8% | 4,095 | -66.0% | 0.02% | -66.1% |
| Q3 2013 | $1,219,000 | – | 12,050 | – | 0.06% | – |
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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% |