BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 420 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$18,333
+13.5%
530.0%0.01%0.0%
Q1 2023$16,149
+19.1%
530.0%0.01%
+25.0%
Q4 2022$13,560
+4.3%
530.0%0.00%
-20.0%
Q3 2022$13,000
-7.1%
530.0%0.01%0.0%
Q2 2022$14,000
-22.2%
530.0%0.01%0.0%
Q1 2022$18,000
-14.3%
530.0%0.01%0.0%
Q4 2021$21,000530.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Advantage, Inc. 109,136$8,325,0007.18%
Pinnacle Advisory Group, Inc. 415,026$31,658,0003.70%
MCMILLION CAPITAL MANAGEMENT INC 63,747$4,863,0003.47%
Main Management LLC 161,918$12,351,0003.04%
DSC Advisors, L.P. 51,467$3,926,0002.50%
HARVEST CAPITAL MANAGEMENT INC 33,305$2,541,0001.56%
SPC Financial, Inc. 52,810$4,028,0001.43%
Clark Capital Management Group, Inc. 173,436$13,230,0001.05%
Baker Avenue Asset Management, LP 60,502$4,615,0000.97%
Brinker Capital Investments, LLC 291,604$22,243,0000.90%
View complete list of ISHARES TR shareholders