Phoenix Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.

Quarter-by-quarter ownership
Phoenix Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$5,0000.0%190.0%0.00%0.0%
Q2 2021$5,000190.00%
Other shareholders
ISHARES TR shareholders Q2 2021
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