ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 316 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.16 and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |