Core Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.

Quarter-by-quarter ownership
Core Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$344,944
-17.0%
1,408
-13.8%
0.18%
-15.6%
Q2 2023$415,461
+8.1%
1,6330.0%0.21%
+1.4%
Q1 2023$384,328
+6.7%
1,6330.0%0.21%
+2.5%
Q4 2022$360,2801,6330.20%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
TLWM 288,392$70,673,11918.73%
Family Firm, Inc. 218,999$53,667,95715.07%
SCS Capital Management LLC 2,162,657$532,161,97814.18%
Strategic Equity Management 150,551$36,894,07413.90%
FFT WEALTH MANAGEMENT LLC 427,174$104,683,19313.48%
Wind River Trust Co 124,692$30,557,02213.17%
LGL PARTNERS, LLC 302,003$74,008,87812.98%
PITCAIRN CO 541,161$132,616,91511.31%
HANTZ FINANCIAL SERVICES, INC. 113,820$27,8939.29%
SENTINEL TRUST CO LBA 263,702$64,6239.16%
View complete list of ISHARES TR shareholders