FULTON BREAKEFIELD BROENNIMAN LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.

Quarter-by-quarter ownership
FULTON BREAKEFIELD BROENNIMAN LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$209,526
-3.7%
8550.0%0.02%0.0%
Q2 2023$217,580
+8.1%
8550.0%0.02%
+5.9%
Q1 2023$201,276
-10.1%
8550.0%0.02%
-15.0%
Q1 2022$224,000
-5.5%
8550.0%0.02%
+11.1%
Q4 2021$237,0000.0%855
-8.1%
0.02%
-10.0%
Q3 2021$237,000
-0.4%
9300.0%0.02%0.0%
Q2 2021$238,000
-2.5%
930
-9.7%
0.02%
-13.0%
Q1 2021$244,000
+8.9%
1,030
+3.0%
0.02%
-14.8%
Q4 2020$224,000
+10.9%
1,000
-2.9%
0.03%
+17.4%
Q3 2020$202,0001,0300.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Evensky & Katz LLC 1,238,084$153,497,00040.36%
SCS Capital Management LLC 5,542,995$687,221,00036.96%
Tanglewood Wealth Management, Inc. 641,631$79,549,00034.95%
GM Advisory Group, LLC 245,598$30,449,00012.00%
PITCAIRN CO 835,735$103,615,00011.97%
Wind River Trust Co 189,135$23,449,00011.38%
Stairway Partners, LLC 212,328$26,324,00011.34%
Capital Analysts, LLC 386,348$47,899,527,0009.80%
McCutchen Group LLC 140,790$17,455,0008.20%
BRIGHTON JONES LLC 279,110$34,604,0007.90%
View complete list of ISHARES TR shareholders