Strategic Family Wealth Counselors, L.L.C. - ISHARES TR ownership

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ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Strategic Family Wealth Counselors, L.L.C. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$655,291
-3.7%
2,6740.0%0.32%
+0.6%
Q2 2023$680,480
+8.1%
2,6740.0%0.31%
+5.0%
Q1 2023$629,487
+6.7%
2,6740.0%0.30%
+1.7%
Q4 2022$590,098
+6.5%
2,6740.0%0.29%
+7.7%
Q3 2022$554,000
-4.6%
2,6740.0%0.27%
-2.5%
Q2 2022$581,000
-17.2%
2,6740.0%0.28%
-1.4%
Q1 2022$702,000
-5.4%
2,6740.0%0.28%
+18.9%
Q4 2021$742,000
+9.0%
2,6740.0%0.24%
+2.1%
Q3 2021$681,000
-0.4%
2,6740.0%0.23%
+4.0%
Q2 2021$684,000
+7.9%
2,6740.0%0.22%
-6.3%
Q1 2021$634,000
+6.0%
2,6740.0%0.24%
-22.4%
Q4 2020$598,000
+14.3%
2,6740.0%0.31%
+5.1%
Q3 2020$523,000
+8.7%
2,6740.0%0.29%
-3.3%
Q2 2020$481,000
+21.2%
2,6740.0%0.30%
+2.0%
Q1 2020$397,000
-21.2%
2,6740.0%0.30%
-27.0%
Q4 2019$504,000
+8.4%
2,6740.0%0.41%
+15.6%
Q3 2019$465,000
-8.8%
2,674
-9.6%
0.35%
-10.9%
Q2 2019$510,000
+3.4%
2,9570.0%0.40%
-1.0%
Q1 2019$493,000
+13.6%
2,9570.0%0.40%
-18.7%
Q4 2018$434,000–2,957–0.49%–
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Other shareholders
ISHARES TR shareholders Q4 2023
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