WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 103 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$306,669
+2.7%
7,6270.0%0.01%0.0%
Q4 2022$298,585
-12.2%
7,627
-17.8%
0.01%
-26.7%
Q3 2022$340,000
-10.3%
9,2750.0%0.02%
-6.2%
Q2 2022$379,000
-10.8%
9,275
-6.7%
0.02%
-5.9%
Q1 2022$425,000
-18.3%
9,945
-3.9%
0.02%
-5.6%
Q4 2021$520,000
+4.8%
10,349
+7.0%
0.02%
-5.3%
Q3 2021$496,000
+2.7%
9,669
+4.5%
0.02%0.0%
Q2 2021$483,000
+0.6%
9,2530.0%0.02%
-9.5%
Q1 2021$480,000
-5.0%
9,253
+2.0%
0.02%
-12.5%
Q4 2020$505,000
+10.0%
9,072
+4.5%
0.02%
-4.0%
Q3 2020$459,000
+8.8%
8,681
+4.6%
0.02%
-3.8%
Q2 2020$422,000
+3.2%
8,2970.0%0.03%
-13.3%
Q1 2020$409,000
+808.9%
8,297
+782.7%
0.03%
+900.0%
Q3 2018$45,0009400.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Sage Advisory Services, Ltd.Co. 1,158,247$56,673,0005.43%
Wilshire Advisors LLC 89,765$4,402,0004.13%
Checchi Capital Advisers, LLC 601,581$29,502,0003.45%
LEUTHOLD GROUP, LLC 473,428$23,217,0003.12%
Voya Financial Advisors, Inc. 830,068$40,657,0002.36%
SigFig Wealth Management, LLC 197,683$9,694,0001.72%
Family Firm, Inc. 95,956$4,706,0001.71%
FDx Advisors, Inc. 828,035$40,607,0001.65%
Compagnie Lombard Odier SCmA 644,732$31,618,0001.30%
Broadview Financial Management, LLC 31,032$1,522,0001.19%
View complete list of ISHARES TR shareholders