LEUTHOLD GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 123 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LEUTHOLD GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,897,336
+17.4%
320,079
+25.0%
1.67%
+27.0%
Q2 2023$10,138,326
-2.5%
256,083
-1.0%
1.31%
-4.3%
Q1 2023$10,398,949
+3.1%
258,616
+0.4%
1.37%
+1.0%
Q4 2022$10,085,549
+277.9%
257,613
+253.4%
1.36%
+238.1%
Q3 2022$2,669,000
-79.9%
72,892
-77.6%
0.40%
-78.7%
Q2 2022$13,292,000
-12.4%
325,064
-0.5%
1.89%
-2.9%
Q1 2022$15,172,000
-22.9%
326,621
-16.6%
1.94%
-15.7%
Q4 2021$19,684,000
-2.2%
391,403
-0.2%
2.31%
-6.7%
Q3 2021$20,137,000
-1.9%
392,144
-0.2%
2.47%
-2.0%
Q2 2021$20,536,000
+21.8%
393,039
+21.1%
2.52%
+18.6%
Q1 2021$16,856,000
-6.2%
324,597
+0.4%
2.13%
-10.2%
Q4 2020$17,965,000
+2.2%
323,347
-2.7%
2.37%
-1.7%
Q3 2020$17,573,000
+17.6%
332,378
+13.3%
2.41%
+8.3%
Q2 2020$14,938,000
-7.6%
293,481
-10.4%
2.22%
-23.6%
Q1 2020$16,160,000
-24.0%
327,717
-22.7%
2.91%
+5.2%
Q4 2019$21,261,000
-2.4%
423,778
-1.8%
2.77%
-3.0%
Q3 2019$21,784,000
+4.6%
431,631
+5.4%
2.85%
+6.3%
Q2 2019$20,829,000
-10.3%
409,607
-13.5%
2.69%
-14.0%
Q1 2019$23,217,000
-5.4%
473,428
-6.5%
3.12%
-11.3%
Q4 2018$24,555,000
-2.3%
506,596
-2.9%
3.52%
+28.6%
Q3 2018$25,123,000
-2.8%
521,663
-0.7%
2.74%
-3.8%
Q2 2018$25,855,000
-5.6%
525,411
-1.0%
2.84%
-8.7%
Q1 2018$27,386,000
+20.7%
530,639
+16.8%
3.12%
+37.5%
Q4 2017$22,684,000
+0.8%
454,415
-0.6%
2.27%
-0.3%
Q3 2017$22,510,000
-8.4%
457,054
+77.9%
2.27%
-13.7%
Q2 2017$24,585,000
+4.5%
256,955
-0.1%
2.63%
+3.9%
Q1 2017$23,520,000
-3.0%
257,333
-4.6%
2.53%
-6.5%
Q4 2016$24,235,000
+1.8%
269,817
+13.8%
2.71%
+8.4%
Q3 2016$23,813,000
+42.9%
237,162
+41.7%
2.50%
+41.8%
Q2 2016$16,669,000
+35.8%
167,412
+32.5%
1.76%
+31.7%
Q1 2016$12,277,000
+114.0%
126,315
+97.4%
1.34%
+122.4%
Q4 2015$5,737,000
+7.6%
63,979
+9.2%
0.60%
+6.9%
Q3 2015$5,333,000
+29.8%
58,574
+28.0%
0.56%
+46.6%
Q2 2015$4,110,000
-12.8%
45,777
-11.1%
0.38%
-12.3%
Q1 2015$4,712,000
-0.4%
51,480
+5.4%
0.44%
-5.8%
Q4 2014$4,729,000
-15.5%
48,864
-13.3%
0.46%
-7.9%
Q3 2014$5,597,000
+7.9%
56,385
+14.4%
0.50%
+14.8%
Q2 2014$5,188,000
+1.9%
49,291
-0.4%
0.44%
-2.7%
Q1 2014$5,093,000
+5.0%
49,471
+2.2%
0.45%
+4.1%
Q4 2013$4,850,000
+1.5%
48,406
+2.1%
0.43%
-1.8%
Q3 2013$4,776,00047,4020.44%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
North Ridge Wealth Advisors, Inc. 94,385$3,508,3003.42%
Inscription Capital, LLC 241,074$8,960,7242.92%
Checchi Capital Advisers, LLC 618,819$23,001,5112.13%
Dunhill Financial, LLC 86,955$3,248,6432.05%
AlphaQ Advisors LLC 55,722$2,071,1871.80%
LEUTHOLD GROUP, LLC 320,079$11,897,3361.67%
Topel & Distasi Wealth Management, LLC 80,773$3,002,3321.57%
Family Firm, Inc. 146,402$5,441,7521.53%
Financial Engines Advisors L.L.C. 14,921,371$554,627,3681.46%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 38,988$1,449,1840.94%
View complete list of ISHARES TR shareholders