Covenant Multifamily Offices, 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
Covenant Multifamily Offices, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$4,692,000
+0.4%
18,252
-0.1%
0.84%
-0.9%
Q2 2021$4,675,000
+7.7%
18,269
-0.1%
0.85%
-4.1%
Q1 2021$4,339,000
+5.6%
18,289
-0.5%
0.89%
+20.7%
Q4 2020$4,110,000
+8.4%
18,383
-5.1%
0.74%
-1.3%
Q3 2020$3,791,000
+8.3%
19,370
-0.3%
0.74%
+8.0%
Q2 2020$3,499,000
+0.1%
19,433
-17.5%
0.69%
-21.6%
Q1 2020$3,495,000
-40.2%
23,560
-30.3%
0.88%
-11.9%
Q4 2019$5,849,000
+16.1%
33,820
+16.7%
1.00%
-7.7%
Q3 2019$5,037,000
-2.4%
28,988
-3.2%
1.08%
-4.4%
Q2 2019$5,161,000
-0.3%
29,944
-3.5%
1.13%
-32.4%
Q1 2019$5,174,000
+20.5%
31,037
+6.2%
1.67%
+2.0%
Q4 2018$4,292,000
+2183.0%
29,214
+1621.5%
1.64%
+972.5%
Q4 2013$188,0001,6970.15%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
SCS Capital Management LLC 4,244,814$623,648,00024.43%
SENTINEL TRUST CO LBA 536,827$78,871,00024.34%
STRATEGIC INVESTMENT MANAGEMENT, LLC 3,280,620$481,988,00021.58%
TLWM 208,785$31,760,00019.24%
Sigma Investment Management Co 154,223$22,658,00018.09%
Wechter Feldman Wealth Management, Inc. 113,961$16,743,00016.11%
Evensky & Katz LLC 637,006$93,589,00015.57%
PITCAIRN CO 844,745$124,110,00013.75%
Compass Financial Group, Inc. 76,562$11,248,00012.98%
DERBY & COMPANY, INC 121,175$17,803,00011.21%
View complete list of ISHARES TR shareholders