Greenwich Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 100 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Greenwich Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,581,000
+5.5%
9,586
+8.3%
0.17%
-15.1%
Q2 2022$1,499,000
-5.8%
8,853
+14.1%
0.20%
+22.1%
Q1 2022$1,592,000
-3.7%
7,758
+4.4%
0.16%
+20.7%
Q4 2021$1,653,000
-2.2%
7,433
-3.8%
0.14%
-4.3%
Q3 2021$1,691,000
-4.0%
7,729
+0.6%
0.14%
-6.0%
Q2 2021$1,762,000
-3.7%
7,684
-7.2%
0.15%
+2.7%
Q1 2021$1,830,000
+19.4%
8,282
+5.9%
0.15%
+9.0%
Q4 2020$1,533,000
+37.7%
7,817
+5.2%
0.13%
-32.7%
Q3 2020$1,113,000
-2.7%
7,432
-7.0%
0.20%
-9.1%
Q2 2020$1,144,000
-2.6%
7,992
-22.1%
0.22%
-12.7%
Q1 2020$1,174,000
-33.6%
10,257
-3.9%
0.25%
-29.5%
Q4 2019$1,768,000
+9.6%
10,671
+0.1%
0.36%
+13.0%
Q3 2019$1,613,000
-78.0%
10,656
-77.7%
0.32%
-75.7%
Q1 2019$7,329,000
+15.2%
47,871
+0.8%
1.30%
+2.1%
Q4 2018$6,361,000
-14.5%
47,508
+7.6%
1.27%
-2.2%
Q3 2018$7,439,000
+5.5%
44,136
+2.5%
1.30%
+3.9%
Q2 2018$7,050,000
+27.2%
43,046
+17.9%
1.25%
+43.0%
Q1 2018$5,544,000
+3.5%
36,512
+4.0%
0.87%
-2.5%
Q4 2017$5,355,000
+2.6%
35,123
-0.3%
0.90%
-0.3%
Q3 2017$5,219,000
+9.8%
35,222
+4.4%
0.90%
+13.0%
Q2 2017$4,752,000
+10.4%
33,723
+7.7%
0.80%
+38.7%
Q1 2017$4,305,000
+25.0%
31,313
+22.6%
0.57%
+31.7%
Q4 2016$3,445,000
+9.2%
25,546
+0.6%
0.44%
-22.0%
Q3 2016$3,155,000
+5.8%
25,397
-50.6%
0.56%
+64.1%
Q2 2016$2,983,000
+11.0%
51,362
+111.4%
0.34%
-51.1%
Q1 2016$2,688,000
+27.2%
24,301
+29.6%
0.70%
+34.4%
Q4 2015$2,113,000
+14.3%
18,758
+10.8%
0.52%
+15.9%
Q3 2015$1,849,000
-22.0%
16,932
-10.8%
0.45%
+47.5%
Q2 2015$2,369,000
+1.9%
18,972
+1.5%
0.30%
+15.2%
Q1 2015$2,324,000
+17.1%
18,689
+12.6%
0.26%
+100.8%
Q4 2014$1,985,000
+11.3%
16,591
+1.8%
0.13%
+9.2%
Q3 2014$1,783,000
-6.2%
16,304
+1.9%
0.12%
-4.8%
Q2 2014$1,900,000
+6.7%
15,995
+4.5%
0.13%
+1.6%
Q1 2014$1,781,000
-6.8%
15,310
-7.6%
0.12%
-35.8%
Q4 2013$1,911,000
+18.8%
16,567
+9.8%
0.19%
+67.8%
Q3 2013$1,608,000
+26.1%
15,087
+14.7%
0.12%
+22.3%
Q2 2013$1,275,00013,1490.09%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Gilbert & Cook, Inc. 566,111$58,518,8559.23%
Strategic Equity Management 235,177$24,310,2189.16%
KM Capital Management Ltd. 114,384$11,823,9298.09%
DOHJ, LLC 123,050$12,752,8915.69%
WFA Asset Management Corp 84,968$8,783,1305.25%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 117,527$12,148,7764.12%
TOMPKINS FINANCIAL CORP 213,300$22,048,8213.47%
ShoreHaven Wealth Partners, LLC 43,715$4,518,8203.11%
Dechtman Wealth Management, LLC 95,263$9,8472.92%
Pegasus Partners Ltd. 155,506$16,074,6132.26%
View complete list of ISHARES TR shareholders