ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 243 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.80 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2015 | $2,574,000 | +3.1% | 20,782 | +1.8% | 0.03% | -3.7% |
Q4 2014 | $2,497,000 | +4.7% | 20,420 | -0.0% | 0.03% | -18.2% |
Q3 2014 | $2,385,000 | -8.5% | 20,425 | -7.8% | 0.03% | -10.8% |
Q2 2014 | $2,607,000 | +4.7% | 22,141 | -0.1% | 0.04% | +2.8% |
Q1 2014 | $2,490,000 | +11.8% | 22,170 | +10.1% | 0.04% | -5.3% |
Q4 2013 | $2,227,000 | +9.7% | 20,130 | +0.3% | 0.04% | 0.0% |
Q3 2013 | $2,031,000 | +4.9% | 20,079 | -0.1% | 0.04% | -2.6% |
Q2 2013 | $1,937,000 | – | 20,091 | – | 0.04% | – |
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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% |