Red Door Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.

Quarter-by-quarter ownership
Red Door Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,044,386
+3064.8%
4,104
+3032.8%
0.23%
+1684.6%
Q2 2021$33,000
-5.7%
131
-33.2%
0.01%
-50.0%
Q2 2020$35,000
+20.7%
1960.0%0.03%
-7.1%
Q1 2020$29,0001960.03%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Georgetown University 237,678$51,669,00017.38%
PITCAIRN CO 629,232$136,789,00014.45%
Family Firm, Inc. 224,698$48,847,00014.39%
AlphaCore Capital LLC 137,074$29,798,00013.83%
SCS Capital Management LLC 2,283,030$496,308,00013.71%
Wind River Trust Co 124,792$27,129,00013.18%
TLWM 145,905$31,723,00012.15%
Wealthstream Advisors, Inc. 54,430$11,833,00011.96%
Evensky & Katz LLC 437,739$95,160,00010.86%
LGL PARTNERS, LLC 297,327$64,636,00010.46%
View complete list of ISHARES TR shareholders