ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 313 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.05 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $395,000 | -27.9% | 2,738 | -30.1% | 0.30% | -36.8% |
| Q1 2017 | $548,000 | -21.2% | 3,918 | -25.0% | 0.47% | -22.6% |
| Q4 2016 | $695,000 | +3.7% | 5,224 | 0.0% | 0.60% | -11.7% |
| Q3 2016 | $670,000 | +3.2% | 5,224 | 0.0% | 0.68% | +15.3% |
| Q2 2016 | $649,000 | +2.9% | 5,224 | 0.0% | 0.59% | -4.3% |
| Q1 2016 | $631,000 | +0.5% | 5,224 | 0.0% | 0.62% | -1.0% |
| Q4 2015 | $628,000 | – | 5,224 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,975 | $54,038,000 | 18.84% |
| Georgetown University | 236,989 | $62,179,000 | 15.86% |
| Family Firm, Inc. | 223,836 | $58,728,000 | 15.39% |
| PITCAIRN CO | 656,312 | $172,197,000 | 15.00% |
| AlphaCore Capital LLC | 140,122 | $36,764,000 | 14.27% |
| SCS Capital Management LLC | 2,333,855 | $612,334,000 | 14.05% |
| Wind River Trust Co | 127,517 | $33,457,000 | 13.39% |
| Wealthstream Advisors, Inc. | 57,385 | $15,056,000 | 13.17% |
| Evensky & Katz LLC | 444,876 | $116,722,000 | 11.54% |
| Wealth CMT | 79,116 | $20,758,000 | 10.59% |