Founders Financial Alliance, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$57,594
-11.6%
235
-8.2%
0.02%
-3.8%
Q2 2023$65,152
+8.4%
256
+0.4%
0.03%
-13.3%
Q1 2023$60,114
+7.1%
255
+0.4%
0.03%
+15.4%
Q4 2022$56,150
+8.0%
254
+0.4%
0.03%0.0%
Q3 2022$52,000
-5.5%
253
+0.4%
0.03%
-7.1%
Q2 2022$55,000
-16.7%
252
+0.4%
0.03%
-3.4%
Q1 2022$66,000
-7.0%
251
-1.6%
0.03%0.0%
Q4 2021$71,000
+6.0%
255
-3.8%
0.03%
-6.5%
Q3 2021$67,000
-1.5%
265
+0.4%
0.03%0.0%
Q2 2021$68,000
-32.7%
264
-36.5%
0.03%
-38.0%
Q1 2021$101,000
+8.6%
4160.0%0.05%
-5.7%
Q4 2020$93,000
+16.2%
416
+2.2%
0.05%
+10.4%
Q3 2020$80,0004070.05%
Other shareholders
ISHARES TR shareholders Q1 2022
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