Curi RMB Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 258 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Curi RMB Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$2,015,000
+57.3%
46,103
+38.8%
0.07%
+34.5%
Q3 2020$1,281,000
-42.7%
33,205
-43.1%
0.06%
-43.9%
Q2 2020$2,234,000
+74.5%
58,349
+55.7%
0.10%
+60.7%
Q1 2020$1,280,000
+217.6%
37,481
+332.1%
0.06%
+454.5%
Q3 2019$403,000
+24.0%
8,674
+20.8%
0.01%
+37.5%
Q4 2017$325,000
+19.5%
7,180
+19.6%
0.01%
+14.3%
Q3 2017$272,0006,0050.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,622,507$55,892,6228.22%
Heartland Bank & Trust Co 146,212$6,329,5185.00%
Forefront Analytics, LLC 145,421$6,295,1383.57%
Independent Order of Foresters 82,790$3,583,9792.56%
Waldron Private Wealth LLC 710,307$30,7491.60%
FSM Wealth Advisors, LLC 72,426$3,135,3371.58%
Stelac Advisory Services LLC 51,927$2,254,7191.23%
FORTE ASSET MANAGEMENT LLC 40,643$1,759,4221.18%
Money Design Co.,Ltd. 444,719$19,2521.17%
Beta Wealth Group, Inc. 42,808$1,853,1451.10%
View complete list of ISHARES TR shareholders