Pflug Koory, 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
Pflug Koory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$102,190
-3.7%
4170.0%0.06%
+9.3%
Q2 2023$106,118
-20.5%
417
-26.5%
0.05%
-26.0%
Q1 2023$133,477
+106681.6%
5670.0%0.07%
+5.8%
Q4 2022$125
-99.9%
5670.0%0.07%
-2.8%
Q3 2022$117,000
-19.3%
567
-15.0%
0.07%
-15.5%
Q2 2022$145,000
-36.7%
667
-23.5%
0.08%
-27.0%
Q1 2022$229,000
-5.4%
8720.0%0.12%
-5.7%
Q4 2021$242,000
+9.0%
8720.0%0.12%
+0.8%
Q3 2021$222,000
-0.4%
8720.0%0.12%
+3.4%
Q2 2021$223,000
+7.7%
8720.0%0.12%
+2.6%
Q1 2021$207,000
+6.2%
8720.0%0.11%
-0.9%
Q4 2020$195,000
+14.0%
8720.0%0.12%
-0.9%
Q3 2020$171,000
+8.2%
872
-0.6%
0.12%
-0.9%
Q2 2020$158,000
+21.5%
8770.0%0.12%
+0.9%
Q1 2020$130,000
-23.5%
877
-3.0%
0.12%
-3.3%
Q4 2019$170,000
+8.3%
9040.0%0.12%
+0.8%
Q3 2019$157,000
-7.6%
904
-8.1%
0.12%
-8.5%
Q2 2019$170,000
-15.8%
984
-18.9%
0.13%
-17.7%
Q1 2019$202,000
+11.6%
1,213
-1.6%
0.16%
+1.9%
Q4 2018$181,000
-15.0%
1,233
-0.4%
0.16%
-9.9%
Q3 2018$213,000
+6.0%
1,2380.0%0.17%
+8.2%
Q2 2018$201,000
+3.6%
1,2380.0%0.16%
-0.6%
Q1 2018$194,000
-1.0%
1,238
-0.2%
0.16%
+3.2%
Q4 2017$196,000
-5.3%
1,240
-10.8%
0.16%
-8.3%
Q3 2017$207,000
+3.5%
1,3900.0%0.17%0.0%
Q2 2017$200,000
+3.1%
1,3900.0%0.17%
-0.6%
Q1 2017$194,000
+4.9%
1,3900.0%0.17%
+6.9%
Q4 2016$185,0001,3900.16%
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