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 ↓
Evensky & Katz LLC 1,238,084$153,497,00040.36%
SCS Capital Management LLC 5,542,995$687,221,00036.96%
Tanglewood Wealth Management, Inc. 641,631$79,549,00034.95%
GM Advisory Group, LLC 245,598$30,449,00012.00%
PITCAIRN CO 835,735$103,615,00011.97%
Wind River Trust Co 189,135$23,449,00011.38%
Stairway Partners, LLC 212,328$26,324,00011.34%
Capital Analysts, LLC 386,348$47,899,527,0009.80%
McCutchen Group LLC 140,790$17,455,0008.20%
BRIGHTON JONES LLC 279,110$34,604,0007.90%
View complete list of ISHARES TR shareholders