ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 119 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $864,000 | -66.0% | 21,812 | -66.5% | 0.00% | – |
| Q3 2015 | $2,539,000 | +174.5% | 65,022 | +210.7% | 0.00% | – |
| Q2 2015 | $925,000 | +8.8% | 20,928 | +10.1% | 0.00% | – |
| Q1 2015 | $850,000 | -11.6% | 19,011 | -14.9% | 0.00% | – |
| Q4 2014 | $961,000 | +10.3% | 22,340 | +16.6% | 0.00% | – |
| Q3 2014 | $871,000 | +1.5% | 19,162 | +7.2% | 0.00% | – |
| Q2 2014 | $858,000 | +7.2% | 17,874 | +4.1% | 0.00% | – |
| Q1 2014 | $800,000 | +63.9% | 17,173 | +64.3% | 0.00% | – |
| Q4 2013 | $488,000 | -99.6% | 10,453 | -99.6% | 0.00% | -100.0% |
| Q3 2013 | $121,672,000 | +11.5% | 2,714,677 | +1.3% | 0.02% | +9.1% |
| Q2 2013 | $109,125,000 | – | 2,680,546 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dentgroup LLC | 122,945 | $6,275,098 | 5.57% |
| VERITY Wealth Advisors | 57,024 | $2,910,483 | 2.50% |
| Capital Investment Advisors, LLC | 516,772 | $26,376,035 | 0.66% |
| Apella Capital, LLC | 116,894 | $5,862,256 | 0.33% |
| MASSMUTUAL TRUST CO FSB/ADV | 50,567 | $2,580,940 | 0.09% |
| Lowe Wealth Advisors, LLC | 887 | $45,272 | 0.02% |
| Versant Capital Management, Inc | 224 | $11,433 | 0.00% |