BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 408 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.3%.

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 Q3 2023
NameSharesValueWeighting ↓
Heartwood Wealth Management Ltd 80,536$8,108,00011.23%
Financial Advantage, Inc. 89,164$8,976,0008.14%
XPONANCE, INC. 117,823$11,859,0004.51%
Clal Insurance Enterprises Holdings Ltd 1,401,668$141,106,0004.11%
MCMILLION CAPITAL MANAGEMENT INC 50,776$5,112,0003.79%
Gemmer Asset Management LLC 54,704$5,507,0003.21%
Main Management LLC 167,272$16,839,0003.04%
Verity Asset Management, Inc. 23,924$2,408,0002.72%
MinichMacGregor Wealth Management, LLC 27,053$2,723,0002.63%
Janney Capital Management LLC 311,166$31,325,0001.69%
View complete list of ISHARES TR shareholders