WBH ADVISORY INC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 404 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$653,226
-9.0%
1,914
-7.7%
0.08%
-5.9%
Q2 2023$717,472
+2.4%
2,074
-9.8%
0.08%
-3.4%
Q1 2023$700,852
+21.9%
2,3000.0%0.09%
+6.0%
Q3 2022$575,000
-11.1%
2,3000.0%0.08%
-3.5%
Q2 2022$647,000
-9.9%
2,3000.0%0.09%
-2.3%
Q1 2022$718,000
-21.5%
2,3000.0%0.09%
-15.4%
Q4 2021$915,000
-0.3%
2,3000.0%0.10%
-16.1%
Q3 2021$918,000
-1.8%
2,3000.0%0.12%
-9.5%
Q2 2021$935,000
+19.1%
2,3000.0%0.14%
+7.9%
Q1 2021$785,000
+1.6%
2,300
+7.0%
0.13%
-4.5%
Q4 2020$773,000
+15.5%
2,1500.0%0.13%
-1.5%
Q3 2020$669,000
+9.5%
2,1500.0%0.14%
-8.8%
Q2 2020$611,000
+35.2%
2,1500.0%0.15%
+39.6%
Q1 2020$452,000
-13.7%
2,150
-4.4%
0.11%
-0.9%
Q4 2019$524,000
+10.1%
2,2480.0%0.11%0.0%
Q3 2019$476,000
-3.1%
2,2480.0%0.11%
-6.1%
Q2 2019$491,000
+3.6%
2,2480.0%0.11%
+0.9%
Q1 2019$474,000
+13.4%
2,248
-6.7%
0.11%
+11.9%
Q4 2018$418,000
-15.2%
2,4100.0%0.10%
-15.8%
Q3 2018$493,000
+12.0%
2,410
+0.0%
0.12%
+5.3%
Q2 2018$440,000
+7.8%
2,409
-0.0%
0.11%
+2.7%
Q1 2018$408,000
+9.7%
2,4100.0%0.11%
+12.1%
Q4 2017$372,000
+5.7%
2,410
+0.0%
0.10%
+1.0%
Q3 2017$352,000
+7.0%
2,4090.0%0.10%
+6.5%
Q2 2017$329,000
+8.2%
2,4090.0%0.09%
+1.1%
Q1 2017$304,000
+16.0%
2,4090.0%0.09%
+4.6%
Q4 2016$262,000
-7.7%
2,409
-4.0%
0.09%
-10.3%
Q3 2016$284,000
+8.0%
2,5090.0%0.10%
-4.9%
Q2 2016$263,000
-3.3%
2,509
-7.4%
0.10%
+12.1%
Q1 2016$272,000
-2.9%
2,709
+0.1%
0.09%
-7.1%
Q4 2015$280,000
+9.4%
2,7050.0%0.10%
-7.5%
Q3 2015$256,000
-4.8%
2,7050.0%0.11%0.0%
Q2 2015$269,000
+3.9%
2,705
+0.0%
0.11%
+45.2%
Q1 2015$259,000
+3.6%
2,7040.0%0.07%
-22.3%
Q4 2014$250,000
+7.3%
2,7040.0%0.09%
+14.6%
Q3 2014$233,000
+0.4%
2,704
+0.0%
0.08%
-6.8%
Q2 2014$232,0002,7030.09%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders