Beacon Financial Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$266,000
-16.9%
1,221
+0.2%
0.15%
-1.3%
Q1 2022$320,000
-16.0%
1,218
-39.8%
0.15%
-53.1%
Q4 2019$381,0002,0230.33%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
TLWM 207,633$49,259,00018.69%
AlphaCore Capital LLC 111,735$26,507,00017.72%
Family Firm, Inc. 233,668$55,433,00016.00%
Financial Services Advisory Inc 133,361$31,637,00014.37%
SCS Capital Management LLC 2,939,096$697,242,00013.21%
Geller Advisors LLC 224,423$53,240,00012.55%
Evensky & Katz LLC 478,115$113,423,00012.54%
PITCAIRN CO 722,782$171,465,00012.17%
Wind River Trust Co 141,575$33,586,00012.08%
HANTZ FINANCIAL SERVICES, INC. 128,701$30,532,00010.12%
View complete list of ISHARES TR shareholders