Frontier Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.

Quarter-by-quarter ownership
Frontier Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$373,000
-14.4%
1,7170.0%0.03%
+440.0%
Q1 2022$436,000
-8.4%
1,7170.0%0.01%
-83.9%
Q4 2021$476,000
+8.7%
1,7170.0%0.03%
+3.3%
Q3 2021$438,000
-0.2%
1,7170.0%0.03%
-3.2%
Q2 2021$439,000
+7.9%
1,7170.0%0.03%0.0%
Q1 2021$407,000
+6.0%
1,7170.0%0.03%0.0%
Q4 2020$384,000
+14.3%
1,7170.0%0.03%0.0%
Q3 2020$336,000
+8.7%
1,7170.0%0.03%
+10.7%
Q2 2020$309,000
-8.6%
1,717
-24.6%
0.03%
-49.1%
Q1 2020$338,000
-21.2%
2,2770.0%0.06%
-20.3%
Q4 2019$429,000
+8.3%
2,2770.0%0.07%
+19.0%
Q3 2019$396,000
+1.0%
2,2770.0%0.06%0.0%
Q2 2019$392,000
+3.2%
2,2770.0%0.06%
+11.5%
Q1 2019$380,000
+13.4%
2,2770.0%0.05%
+2.0%
Q4 2018$335,000
-14.5%
2,2770.0%0.05%
+37.8%
Q3 2018$392,000
+5.9%
2,2770.0%0.04%
-30.2%
Q2 2018$370,000
+3.9%
2,2770.0%0.05%
+6.0%
Q1 2018$356,000
-1.1%
2,2770.0%0.05%
-13.8%
Q4 2017$360,000
+5.9%
2,2770.0%0.06%
+18.4%
Q3 2017$340,000
+3.7%
2,2770.0%0.05%
-2.0%
Q2 2017$328,000
+2.8%
2,2770.0%0.05%
+2.0%
Q1 2017$319,000
-68.4%
2,277
-70.0%
0.05%
-70.3%
Q4 2016$1,009,000
+3.7%
7,5910.0%0.16%
+11.5%
Q3 2016$973,000
+3.4%
7,5910.0%0.15%
-2.0%
Q2 2016$941,000
+2.6%
7,5910.0%0.15%
+96.1%
Q1 2016$917,000
+0.4%
7,5910.0%0.08%
-47.6%
Q4 2015$913,000
+4.5%
7,591
-1.0%
0.15%
+6.5%
Q3 2015$874,000
-12.0%
7,671
-4.2%
0.14%
-9.8%
Q2 2015$993,000
-2.6%
8,006
-2.8%
0.15%
-6.7%
Q1 2015$1,020,0008,2370.16%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Georgetown University 237,678$51,669,00017.38%
PITCAIRN CO 629,232$136,789,00014.45%
Family Firm, Inc. 224,698$48,847,00014.39%
AlphaCore Capital LLC 137,074$29,798,00013.83%
SCS Capital Management LLC 2,283,030$496,308,00013.71%
Wind River Trust Co 124,792$27,129,00013.18%
TLWM 145,905$31,723,00012.15%
Wealthstream Advisors, Inc. 54,430$11,833,00011.96%
Evensky & Katz LLC 437,739$95,160,00010.86%
LGL PARTNERS, LLC 297,327$64,636,00010.46%
View complete list of ISHARES TR shareholders