HBC Financial Services, PLLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.

Quarter-by-quarter ownership
HBC Financial Services, PLLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$97
+10.2%
399
+17.7%
0.07%
+17.7%
Q2 2023$88
-1.1%
339
-10.3%
0.06%
-7.5%
Q1 2023$89
+7.2%
3780.0%0.07%
+1.5%
Q4 2022$83
-99.9%
378
+0.5%
0.07%
+1.5%
Q3 2022$77,000
-8.3%
3760.0%0.06%0.0%
Q2 2022$84,000
-6.7%
376
+0.3%
0.06%0.0%
Q1 2022$90,000
-14.3%
375
-1.1%
0.06%
-3.0%
Q4 2021$105,000
+15.4%
379
+7.7%
0.07%
+9.8%
Q3 2021$91,000
-2.2%
352
-5.1%
0.06%
-3.2%
Q2 2021$93,000
-99.9%
371
+0.3%
0.06%
-1.6%
Q1 2021$92,280,000
+111080.7%
370
+1.4%
0.06%0.0%
Q4 2020$83,000
+9.2%
3650.0%0.06%0.0%
Q3 2020$76,000
+11.8%
365
+0.3%
0.06%
+4.9%
Q2 2020$68,000
+13.3%
364
-15.0%
0.06%
-10.3%
Q1 2020$60,000
-28.6%
428
-4.0%
0.07%
-6.8%
Q4 2019$84,0004460.07%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
TLWM 288,392$70,673,11918.73%
Family Firm, Inc. 218,999$53,667,95715.07%
SCS Capital Management LLC 2,162,657$532,161,97814.18%
Strategic Equity Management 150,551$36,894,07413.90%
FFT WEALTH MANAGEMENT LLC 427,174$104,683,19313.48%
Wind River Trust Co 124,692$30,557,02213.17%
LGL PARTNERS, LLC 302,003$74,008,87812.98%
PITCAIRN CO 541,161$132,616,91511.31%
HANTZ FINANCIAL SERVICES, INC. 113,820$27,8939.29%
SENTINEL TRUST CO LBA 263,702$64,6239.16%
View complete list of ISHARES TR shareholders