RGT Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
RGT Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$5,000
-92.3%
23
-90.3%
0.00%
-90.0%
Q4 2021$65,000
-69.8%
236
-80.2%
0.01%
-83.9%
Q2 2020$215,0001,1920.06%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
TLWM 216,823$48,471,00019.37%
AlphaCore Capital LLC 111,582$24,944,00018.59%
Family Firm, Inc. 233,544$52,899,00015.77%
Geller Advisors LLC 299,746$57,005,00014.33%
Evensky & Katz LLC 501,905$112,201,00013.88%
SCS Capital Management LLC 6,088,198$1,361,016,00013.52%
PITCAIRN CO 737,205$164,802,00012.58%
Wind River Trust Co 147,932$33,070,00011.92%
Financial Services Advisory Inc 135,719$30,340,00011.70%
HANTZ FINANCIAL SERVICES, INC. 129,406$28,929,0009.96%
View complete list of ISHARES TR shareholders