GIRARD PARTNERS LTD. - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

Quarter-by-quarter ownership
GIRARD PARTNERS LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$427,526
+8.1%
1,6800.0%0.04%
+2.3%
Q1 2023$395,488
+6.7%
1,6800.0%0.04%
+4.8%
Q4 2022$370,742
+6.8%
1,6800.0%0.04%
-8.7%
Q3 2022$347,000
-4.9%
1,6800.0%0.05%
-2.1%
Q2 2022$365,000
-17.0%
1,6800.0%0.05%
-2.1%
Q1 2022$440,000
-5.6%
1,6800.0%0.05%
-5.9%
Q4 2021$466,000
-45.6%
1,680
-20.3%
0.05%
-5.6%
Q3 2021$856,000
+99.5%
2,108
+25.5%
0.05%
-1.8%
Q2 2021$429,000
+7.8%
1,6800.0%0.06%
-3.5%
Q1 2021$398,000
+6.1%
1,6800.0%0.06%
-1.7%
Q4 2020$375,000
+14.3%
1,6800.0%0.06%
+5.5%
Q3 2020$328,000
+8.6%
1,6800.0%0.06%0.0%
Q2 2020$302,000
+21.3%
1,6800.0%0.06%
+10.0%
Q1 2020$249,000
-21.2%
1,6800.0%0.05%
-3.8%
Q4 2019$316,000
+8.6%
1,6800.0%0.05%
-3.7%
Q3 2019$291,000
+0.7%
1,6800.0%0.05%
+5.9%
Q2 2019$289,000
+3.2%
1,6800.0%0.05%
-1.9%
Q1 2019$280,000
+13.8%
1,6800.0%0.05%0.0%
Q4 2018$246,000
-14.9%
1,6800.0%0.05%
+2.0%
Q3 2018$289,000
+5.9%
1,6800.0%0.05%
-1.9%
Q2 2018$273,000
+3.8%
1,6800.0%0.05%
-16.1%
Q1 2018$263,000
-1.1%
1,6800.0%0.06%
+21.6%
Q4 2017$266,000
+6.0%
1,6800.0%0.05%
-1.9%
Q3 2017$251,000
+3.7%
1,6800.0%0.05%0.0%
Q2 2017$242,000
+3.0%
1,6800.0%0.05%
-8.8%
Q1 2017$235,000
+5.4%
1,6800.0%0.06%
-12.3%
Q4 2016$223,000
+3.7%
1,6800.0%0.06%
-9.7%
Q3 2016$215,000
+3.4%
1,6800.0%0.07%
-8.9%
Q2 2016$208,000
-5.9%
1,680
-8.1%
0.08%
-18.6%
Q1 2016$221,0001,8280.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
University of Pittsburgh - Of the Commonwealth System of Higher Education 126,991$28,024,37446.86%
Georgetown University 239,940$52,949,95920.50%
TLWM 221,324$48,841,72817.71%
HERON FINANCIAL GROUP, LLC 119,456$26,140,55617.46%
SCS Capital Management LLC 2,220,218$489,98214.41%
Family Firm, Inc. 218,170$48,145,82614.08%
Wind River Trust Co 124,692$27,517,03113.17%
PITCAIRN CO 585,535$129,215,86412.89%
AlphaCore Capital LLC 148,829$32,843,65212.74%
LGL PARTNERS, LLC 300,121$66,230,60812.00%
View complete list of ISHARES TR shareholders