Capital Advisors, Ltd. 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
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$33
-99.9%
1500.0%0.01%0.0%
Q3 2022$31,000
-6.1%
1500.0%0.01%0.0%
Q2 2022$33,000
-15.4%
1500.0%0.01%0.0%
Q1 2022$39,000
-7.1%
1500.0%0.01%
-14.3%
Q4 2021$42,000
+10.5%
1500.0%0.01%0.0%
Q3 2021$38,0000.0%1500.0%0.01%0.0%
Q2 2021$38,000
+5.6%
1500.0%0.01%0.0%
Q1 2021$36,000
+5.9%
1500.0%0.01%
-12.5%
Q4 2020$34,000
+17.2%
1500.0%0.01%
+14.3%
Q3 2020$29,000
-98.9%
150
-98.8%
0.01%
-99.0%
Q2 2020$2,609,000
+11759.1%
12,595
+8296.7%
0.69%
+9742.9%
Q1 2020$22,000
-21.4%
1500.0%0.01%0.0%
Q4 2019$28,000
-99.4%
150
-99.5%
0.01%
-99.5%
Q3 2019$4,849,000
+18550.0%
30,364
+20142.7%
1.34%
+19071.4%
Q2 2019$26,000
+4.0%
1500.0%0.01%0.0%
Q1 2019$25,000
+13.6%
1500.0%0.01%
+16.7%
Q4 2018$22,000
-15.4%
1500.0%0.01%
-14.3%
Q3 2018$26,000
+8.3%
1500.0%0.01%0.0%
Q2 2018$24,000
+4.3%
1500.0%0.01%0.0%
Q1 2018$23,000
-4.2%
1500.0%0.01%
-12.5%
Q4 2017$24,000
+9.1%
1500.0%0.01%0.0%
Q3 2017$22,0000.0%1500.0%0.01%0.0%
Q2 2017$22,000
+4.8%
1500.0%0.01%0.0%
Q1 2017$21,000
+5.0%
1500.0%0.01%0.0%
Q4 2016$20,0001500.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
TLWM 288,392$70,673,11918.73%
Family Firm, Inc. 218,999$53,667,95715.07%
SCS Capital Management LLC 2,162,657$532,161,97814.18%
Strategic Equity Management 150,551$36,894,07413.90%
FFT WEALTH MANAGEMENT LLC 427,174$104,683,19313.48%
Wind River Trust Co 124,692$30,557,02213.17%
LGL PARTNERS, LLC 302,003$74,008,87812.98%
PITCAIRN CO 541,161$132,616,91511.31%
HANTZ FINANCIAL SERVICES, INC. 113,820$27,8939.29%
SENTINEL TRUST CO LBA 263,702$64,6239.16%
View complete list of ISHARES TR shareholders