BRADLEY FOSTER & SARGENT INC/CT - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 235 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 4.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
BRADLEY FOSTER & SARGENT INC/CT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$276,7280.0%8000.0%0.01%0.0%
Q2 2023$276,728
+13.5%
8000.0%0.01%0.0%
Q1 2023$243,760
+19.1%
8000.0%0.01%
+20.0%
Q4 2022$204,680
+2.3%
8000.0%0.01%
-16.7%
Q3 2022$200,000
-7.4%
8000.0%0.01%0.0%
Q2 2022$216,000
-21.7%
8000.0%0.01%0.0%
Q1 2022$276,000
-18.3%
800
-5.9%
0.01%
-14.3%
Q4 2021$338,000
+6.0%
850
+6.2%
0.01%0.0%
Q3 2021$319,000
+2.2%
8000.0%0.01%0.0%
Q2 2021$312,000
+14.3%
8000.0%0.01%0.0%
Q1 2021$273,000
-50.3%
800
-48.4%
0.01%
-50.0%
Q4 2020$549,000
+9.1%
1,550
-4.1%
0.01%
-6.7%
Q3 2020$503,000
+54.3%
1,616
+4.3%
0.02%
+15.4%
Q1 2020$326,000
-9.7%
1,5500.0%0.01%
+18.2%
Q4 2019$361,000
-16.8%
1,550
-24.4%
0.01%
-21.4%
Q3 2019$434,000
-0.7%
2,050
+2.5%
0.01%0.0%
Q2 2019$437,000
+3.6%
2,0000.0%0.01%
-6.7%
Q1 2019$422,000
+21.6%
2,0000.0%0.02%
+7.1%
Q4 2018$347,000
-15.4%
2,0000.0%0.01%0.0%
Q3 2018$410,000
-6.4%
2,000
-16.7%
0.01%
-12.5%
Q2 2018$438,000
+7.6%
2,4000.0%0.02%
+6.7%
Q1 2018$407,000
+9.7%
2,4000.0%0.02%
+15.4%
Q4 2017$371,000
+5.7%
2,4000.0%0.01%0.0%
Q3 2017$351,0002,4000.01%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders