Advisors Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 134 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.13 and the average weighting 0.6%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$86,286
-40.1%
1,647
-43.0%
0.00%
-33.3%
Q4 2022$143,943
-29.8%
2,891
-32.0%
0.00%
-25.0%
Q3 2022$205,000
-32.6%
4,251
-25.6%
0.00%
-33.3%
Q2 2022$304,000
-34.6%
5,711
-24.5%
0.01%
-14.3%
Q1 2022$465,000
-9.5%
7,567
+2.4%
0.01%0.0%
Q4 2021$514,000
+7.5%
7,389
+7.0%
0.01%0.0%
Q3 2021$478,000
+9.1%
6,906
+10.7%
0.01%
+16.7%
Q2 2021$438,000
+22.3%
6,239
+16.2%
0.01%0.0%
Q1 2021$358,000
-2.7%
5,369
+6.7%
0.01%0.0%
Q4 2020$368,000
+4.8%
5,034
+0.9%
0.01%0.0%
Q3 2020$351,000
-1.7%
4,987
-2.1%
0.01%
-14.3%
Q2 2020$357,000
+17.0%
5,092
+6.3%
0.01%0.0%
Q1 2020$305,000
+6.3%
4,790
+11.4%
0.01%
+40.0%
Q4 2019$287,000
+3.6%
4,299
+3.6%
0.01%0.0%
Q3 2019$277,000
+11.7%
4,150
+6.7%
0.01%
+25.0%
Q2 2019$248,000
+17.0%
3,889
+10.7%
0.00%0.0%
Q1 2019$212,000
+34.2%
3,513
+25.3%
0.00%
+33.3%
Q4 2018$158,000
+23.4%
2,804
+27.6%
0.00%
+50.0%
Q3 2018$128,000
+166.7%
2,198
+163.5%
0.00%
+100.0%
Q2 2018$48,000
+433.3%
834
+467.3%
0.00%
Q1 2018$9,0001470.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 720,506$44,253,00021.91%
Allianz Investment Management U.S. LLC 1,470,000$90,302,0007.22%
NYL Investors LLC 755,000$46,372,0006.38%
Fund Evaluation Group, LLC 4,064$73,396,0005.08%
AGILIS PARTNERS LLC 159,101$9,772,0004.88%
Mid-American Wealth Advisory Group, Inc. 77,048$4,732,0003.70%
Carolina Wealth Advisors, LLC 63,397$3,894,0002.46%
PRUDENTIAL PLC 1,884,761$115,762,0001.67%
Copperleaf Capital, LLC 29,061$1,785,0001.58%
ShoreHaven Wealth Partners, LLC 47,718$2,930,0001.55%
View complete list of ISHARES TR shareholders