Hennion & Walsh Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.

Quarter-by-quarter ownership
Hennion & Walsh Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$749,000
-12.1%
2,856
-7.0%
0.04%
-4.8%
Q4 2021$852,000
-2.0%
3,071
-10.0%
0.04%
-8.7%
Q3 2021$869,000
-0.2%
3,411
+0.2%
0.05%0.0%
Q2 2021$871,0003,4050.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
TLWM 205,951$57,151,00019.14%
Camarda Financial Advisors, LLC 119,637$33,199,00018.79%
Family Firm, Inc. 225,685$62,628,00016.20%
AlphaCore Capital LLC 130,144$36,115,00015.74%
SCS Capital Management LLC 2,384,048$661,573,00014.52%
Wind River Trust Co 140,979$39,122,00014.20%
Wealthstream Advisors, Inc. 57,683$16,007,00013.65%
PITCAIRN CO 674,889$187,282,00012.05%
Evensky & Katz LLC 449,549$124,750,00012.02%
Brooklyn FI, LLC 42,320$11,744,00011.03%
View complete list of ISHARES TR shareholders