Forum Private Client Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Forum Private Client Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$615,457
-7.9%
5,771
-16.0%
0.35%
-16.6%
Q1 2023$668,456
+3.5%
6,869
-4.3%
0.42%
-5.4%
Q4 2022$645,912
-12.1%
7,179
-17.0%
0.45%
-18.9%
Q3 2022$735,000
-35.5%
8,653
-31.8%
0.55%
-33.7%
Q2 2022$1,140,000
-16.7%
12,692
+0.2%
0.83%
-22.0%
Q1 2022$1,369,00012,6641.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
TOMPKINS FINANCIAL CORP 646,950$74,457,4759.02%
Anchor Investment Management, LLC 3,519$405,0020.05%
MASSMUTUAL TRUST CO FSB/ADV 767$88,2740.00%
View complete list of ISHARES TR shareholders