Farther Finance Advisors, LLC - 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
Farther Finance Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$367,835
-0.2%
1,501
+3.6%
0.06%
-28.4%
Q2 2023$368,742
+8.1%
1,4490.0%0.08%
-19.0%
Q1 2023$341,109
+6.7%
1,4490.0%0.10%
-19.4%
Q4 2022$319,7651,4490.12%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
TLWM 207,633$49,259,00018.69%
AlphaCore Capital LLC 111,735$26,507,00017.72%
Family Firm, Inc. 233,668$55,433,00016.00%
Financial Services Advisory Inc 133,361$31,637,00014.37%
SCS Capital Management LLC 2,939,096$697,242,00013.21%
Geller Advisors LLC 224,423$53,240,00012.55%
Evensky & Katz LLC 478,115$113,423,00012.54%
PITCAIRN CO 722,782$171,465,00012.17%
Wind River Trust Co 141,575$33,586,00012.08%
HANTZ FINANCIAL SERVICES, INC. 128,701$30,532,00010.12%
View complete list of ISHARES TR shareholders