ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 240 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.29 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $207,000 | -21.0% | 747 | -66.8% | 0.01% | -60.0% |
| Q3 2014 | $262,000 | -1.1% | 2,247 | 0.0% | 0.03% | +3.4% |
| Q2 2014 | $265,000 | -28.0% | 2,247 | -31.4% | 0.03% | -34.1% |
| Q1 2014 | $368,000 | +1.7% | 3,274 | 0.0% | 0.04% | -2.2% |
| Q4 2013 | $362,000 | +21.5% | 3,274 | +10.9% | 0.04% | +15.4% |
| Q3 2013 | $298,000 | +2.8% | 2,951 | -1.8% | 0.04% | -7.1% |
| Q2 2013 | $290,000 | – | 3,006 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |