ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 360 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.43 and the average weighting 1.0%.
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 | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |