V Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

Quarter-by-quarter ownership
V Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$267,713
+8.1%
1,0520.0%0.04%
-2.2%
Q1 2023$247,651
+6.7%
1,0520.0%0.05%
-4.2%
Q4 2022$232,155
+6.5%
1,0520.0%0.05%
+9.1%
Q3 2022$218,000
-23.0%
1,052
-19.2%
0.04%
-17.0%
Q2 2022$283,000
-20.7%
1,302
-4.3%
0.05%
-7.0%
Q1 2022$357,000
-5.3%
1,3600.0%0.06%
+3.6%
Q4 2021$377,000
+8.6%
1,3600.0%0.06%
+1.9%
Q3 2021$347,000
-0.6%
1,3600.0%0.05%
-3.6%
Q2 2021$349,000
+11.5%
1,360
+3.0%
0.06%
-1.8%
Q1 2021$313,000
+6.1%
1,3210.0%0.06%
-6.6%
Q4 2020$295,000
+23.9%
1,3210.0%0.06%
-1.6%
Q2 2020$238,000
-15.3%
1,321
-30.3%
0.06%
-29.5%
Q1 2020$281,000
+57.9%
1,896
+52.9%
0.09%
+6.0%
Q2 2017$178,000
-30.5%
1,240
-37.7%
0.08%
-59.9%
Q3 2016$256,000
+9.4%
1,990
+5.3%
0.21%
+7.8%
Q2 2016$234,0001,8900.19%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
University of Pittsburgh - Of the Commonwealth System of Higher Education 126,991$28,024,37446.86%
Georgetown University 239,940$52,949,95920.50%
TLWM 221,324$48,841,72817.71%
HERON FINANCIAL GROUP, LLC 119,456$26,140,55617.46%
SCS Capital Management LLC 2,220,218$489,98214.41%
Family Firm, Inc. 218,170$48,145,82614.08%
Wind River Trust Co 124,692$27,517,03113.17%
PITCAIRN CO 585,535$129,215,86412.89%
AlphaCore Capital LLC 148,829$32,843,65212.74%
LGL PARTNERS, LLC 300,121$66,230,60812.00%
View complete list of ISHARES TR shareholders