SOL Capital Management CO - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
SOL Capital Management CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$297
-11.3%
1,210
-8.1%
0.05%
-9.8%
Q2 2023$335
-99.9%
1,3170.0%0.05%0.0%
Q1 2023$310,035
+6.7%
1,3170.0%0.05%0.0%
Q4 2022$290,636
+6.5%
1,3170.0%0.05%
-10.5%
Q3 2022$273,000
-4.5%
1,3170.0%0.06%
-1.7%
Q2 2022$286,000
-17.3%
1,3170.0%0.06%
-7.9%
Q1 2022$346,000
-5.2%
1,3170.0%0.06%
-4.5%
Q4 2021$365,000
+8.6%
1,3170.0%0.07%
-1.5%
Q3 2021$336,000
-7.4%
1,317
-7.1%
0.07%
-6.9%
Q2 2021$363,000
+4.0%
1,417
-3.7%
0.07%
-2.7%
Q1 2021$349,000
+5.4%
1,472
-0.7%
0.07%
-3.9%
Q4 2020$331,000
+14.1%
1,4820.0%0.08%
-3.8%
Q3 2020$290,000
+8.6%
1,4820.0%0.08%
+5.3%
Q2 2020$267,000
+21.4%
1,4820.0%0.08%
+4.1%
Q1 2020$220,000
-21.1%
1,4820.0%0.07%
+4.3%
Q4 2019$279,000
+4.9%
1,482
-3.3%
0.07%
-4.1%
Q3 2019$266,000
+0.8%
1,5320.0%0.07%
+1.4%
Q2 2019$264,000
+3.5%
1,5320.0%0.07%
+1.4%
Q1 2019$255,000
+13.3%
1,5320.0%0.07%
-1.4%
Q4 2018$225,000
-14.8%
1,5320.0%0.07%
+1.4%
Q3 2018$264,000
+6.0%
1,5320.0%0.07%0.0%
Q2 2018$249,000
+3.8%
1,5320.0%0.07%
+2.9%
Q1 2018$240,000
-38.6%
1,532
-38.1%
0.07%
-38.4%
Q4 2017$391,000
-8.9%
2,475
-13.9%
0.11%
-7.4%
Q3 2017$429,000
+1.9%
2,875
-1.7%
0.12%
+4.3%
Q2 2017$421,000
+2.9%
2,9250.0%0.12%0.0%
Q1 2017$409,000
+5.1%
2,9250.0%0.12%
-0.9%
Q4 2016$389,000
+3.7%
2,9250.0%0.12%
-7.1%
Q3 2016$375,000
+3.3%
2,9250.0%0.13%
+4.1%
Q2 2016$363,000
+2.5%
2,9250.0%0.12%
+0.8%
Q1 2016$354,000
+0.6%
2,9250.0%0.12%
-4.0%
Q4 2015$352,000
+5.7%
2,9250.0%0.12%
-3.1%
Q3 2015$333,000
-8.3%
2,9250.0%0.13%
-3.0%
Q2 2015$363,000
+0.3%
2,9250.0%0.13%0.0%
Q1 2015$362,000
+1.1%
2,9250.0%0.13%
-4.3%
Q4 2014$358,000
+4.7%
2,9250.0%0.14%
-2.1%
Q3 2014$342,000
-0.6%
2,9250.0%0.14%
+2.9%
Q2 2014$344,000
+4.6%
2,9250.0%0.14%
+7.8%
Q1 2014$329,000
+1.5%
2,9250.0%0.13%
+3.2%
Q4 2013$324,000
+9.5%
2,9250.0%0.12%
+0.8%
Q3 2013$296,000
-43.4%
2,925
-46.1%
0.12%
-42.3%
Q2 2013$523,0005,4250.21%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
TLWM 205,951$57,151,00019.14%
Camarda Financial Advisors, LLC 119,637$33,199,00018.79%
Family Firm, Inc. 225,685$62,628,00016.20%
AlphaCore Capital LLC 130,144$36,115,00015.74%
SCS Capital Management LLC 2,384,048$661,573,00014.52%
Wind River Trust Co 140,979$39,122,00014.20%
Wealthstream Advisors, Inc. 57,683$16,007,00013.65%
PITCAIRN CO 674,889$187,282,00012.05%
Evensky & Katz LLC 449,549$124,750,00012.02%
Brooklyn FI, LLC 42,320$11,744,00011.03%
View complete list of ISHARES TR shareholders