ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.37 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $38,751,000 | +0.8% | 223 | 0.0% | 0.00% | – |
| Q2 2019 | $38,436,000 | +3.4% | 223 | 0.0% | 0.00% | – |
| Q1 2019 | $37,174,000 | +13.5% | 223 | 0.0% | 0.00% | – |
| Q4 2018 | $32,763,000 | +301.6% | 223 | -99.6% | 0.00% | -100.0% |
| Q3 2016 | $8,159,000 | -41.3% | 63,648 | -43.2% | 0.01% | -43.8% |
| Q2 2016 | $13,909,000 | +2.6% | 112,148 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $13,554,000 | +0.5% | 112,148 | 0.0% | 0.02% | +6.7% |
| Q4 2015 | $13,493,000 | +5.6% | 112,148 | 0.0% | 0.02% | +7.1% |
| Q3 2015 | $12,773,000 | +58.1% | 112,148 | +72.1% | 0.01% | +75.0% |
| Q2 2015 | $8,077,000 | +0.1% | 65,148 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $8,069,000 | -26.3% | 65,148 | -27.2% | 0.01% | -20.0% |
| Q4 2014 | $10,951,000 | +4.7% | 89,548 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $10,458,000 | -0.8% | 89,548 | 0.0% | 0.01% | -9.1% |
| Q2 2014 | $10,543,000 | +4.8% | 89,548 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $10,057,000 | +1.5% | 89,548 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $9,908,000 | -14.9% | 89,548 | -22.2% | 0.01% | -21.4% |
| Q3 2013 | $11,636,000 | +56.7% | 115,048 | +49.3% | 0.01% | +40.0% |
| Q2 2013 | $7,427,000 | – | 77,048 | – | 0.01% | – |
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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% |