Lighthouse Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lighthouse Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$252,000
+6.3%
1,0630.0%0.08%
-5.0%
Q4 2020$237,000
+3.0%
1,063
-9.8%
0.08%
-9.1%
Q3 2020$230,000
+9.0%
1,178
+0.3%
0.09%
-1.1%
Q2 2020$211,000
-18.2%
1,174
-14.5%
0.09%
-26.4%
Q4 2019$258,0001,3730.12%
Other shareholders
ISHARES TR shareholders Q3 2023
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