FIRST NATIONAL CORP /MA/ /ADV - ISHARES TR ownership

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ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
FIRST NATIONAL CORP /MA/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$711,164
-3.7%
2,9020.0%0.19%
+9.1%
Q2 2023$738,501
+8.1%
2,9020.0%0.18%
+7.4%
Q1 2023$683,160
+6.7%
2,9020.0%0.16%
+3.2%
Q4 2022$640,413
+6.6%
2,9020.0%0.16%
-4.2%
Q3 2022$601,000
-4.8%
2,9020.0%0.16%0.0%
Q2 2022$631,000
-17.1%
2,9020.0%0.16%
+2.5%
Q1 2022$761,000
-5.5%
2,9020.0%0.16%
-10.6%
Q4 2021$805,000
+8.8%
2,9020.0%0.18%
+8.4%
Q3 2021$740,000
-38.9%
2,902
-50.0%
0.17%
-4.6%
Q2 2021$1,211,000
+76.0%
5,804
+100.0%
0.17%
+1.8%
Q1 2021$688,000
+6.0%
2,9020.0%0.17%
-3.4%
Q4 2020$649,000
-13.7%
2,9020.0%0.18%
-24.4%
Q3 2020$752,000
+43.8%
2,9020.0%0.23%
+30.0%
Q2 2020$523,000
-13.1%
2,9020.0%0.18%
-54.1%
Q1 2020$602,000
+10.1%
2,9020.0%0.39%
+92.2%
Q4 2019$547,000
+8.5%
2,9020.0%0.20%
+0.5%
Q3 2019$504,000
+0.8%
2,9020.0%0.20%
-1.5%
Q2 2019$500,000
+3.3%
2,9020.0%0.21%
+2.5%
Q1 2019$484,000
+13.6%
2,9020.0%0.20%
+2.6%
Q4 2018$426,000–2,902–0.20%–
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Other shareholders
ISHARES TR shareholders Q4 2023
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