James J. Burns & Company, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
James J. Burns & Company, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$270
-3.6%
1,1000.0%0.07%
+2.8%
Q2 2023$280
+8.1%
1,1000.0%0.07%
+6.0%
Q1 2023$259
+6.6%
1,1000.0%0.07%
-32.3%
Q4 2022$243
-99.9%
1,100
-15.3%
0.10%
-16.8%
Q3 2022$269,0001,2980.12%
Other shareholders
ISHARES TR shareholders Q3 2022
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