ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 288 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.06 and the average weighting 1.0%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |