BURNS J W & CO INC/NY - 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
BURNS J W & CO INC/NY ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$514,626
+96271.9%
2,1000.0%0.08%
-3.5%
Q2 2023$534
+8.1%
2,1000.0%0.09%
+2.4%
Q1 2023$494
+6.7%
2,1000.0%0.08%
-1.2%
Q4 2022$463
-99.9%
2,1000.0%0.08%0.0%
Q3 2022$435,000
-4.8%
2,1000.0%0.08%
-1.2%
Q2 2022$457,000
-17.1%
2,1000.0%0.09%
-2.3%
Q1 2022$551,000
-5.5%
2,1000.0%0.09%
+4.8%
Q4 2021$583,000
+9.0%
2,1000.0%0.08%0.0%
Q3 2021$535,000
-0.7%
2,100
-0.4%
0.08%
-1.2%
Q2 2021$539,000
+7.8%
2,1080.0%0.08%
+1.2%
Q1 2021$500,000
+6.2%
2,1080.0%0.08%0.0%
Q4 2020$471,000
+14.0%
2,1080.0%0.08%
+1.2%
Q3 2020$413,000
+8.7%
2,1080.0%0.08%
-1.2%
Q2 2020$380,000
+27.9%
2,108
+5.4%
0.08%
+5.0%
Q1 2020$297,000
-21.2%
2,0000.0%0.08%0.0%
Q4 2019$377,000
+8.3%
2,0000.0%0.08%0.0%
Q3 2019$348,000
+0.9%
2,0000.0%0.08%0.0%
Q2 2019$345,000
+3.6%
2,0000.0%0.08%
-1.2%
Q1 2019$333,000
+13.3%
2,0000.0%0.08%
-1.2%
Q4 2018$294,000
-14.8%
2,0000.0%0.08%
+1.2%
Q3 2018$345,000
+6.2%
2,0000.0%0.08%
-2.4%
Q2 2018$325,000
+3.8%
2,0000.0%0.08%
+3.8%
Q1 2018$313,000
+46.3%
2,000
+48.1%
0.08%
+48.1%
Q4 2017$214,000
-24.6%
1,350
-28.9%
0.05%
-28.9%
Q3 2017$284,000
+3.6%
1,9000.0%0.08%
+2.7%
Q2 2017$274,000
-2.1%
1,900
-5.0%
0.07%
-3.9%
Q1 2017$280,000
+5.3%
2,0000.0%0.08%
-1.3%
Q4 2016$266,0002,0000.08%
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