HBK Sorce Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 395 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$517,462
-2.1%
1,516
-0.7%
0.02%
+4.5%
Q2 2023$528,319
+13.5%
1,5270.0%0.02%
+4.8%
Q1 2023$465,368
+42751.6%
1,527
-64.0%
0.02%
-27.6%
Q4 2022$1,086
-99.8%
4,246
+63.9%
0.03%
-32.6%
Q3 2022$648,000
-30.6%
2,591
-4.3%
0.04%
-15.7%
Q1 2022$934,000
-13.2%
2,7070.0%0.05%
-5.6%
Q4 2021$1,076,000
-1.3%
2,707
-0.9%
0.05%
-10.0%
Q3 2021$1,090,000
+2.5%
2,732
+0.3%
0.06%
+1.7%
Q2 2021$1,063,000
+10.7%
2,725
-3.1%
0.06%
+3.5%
Q1 2021$960,000
-1.7%
2,812
+1.9%
0.06%
-5.0%
Q4 2020$977,000
+12.6%
2,759
-1.1%
0.06%
-3.2%
Q3 2020$868,000
+11.1%
2,789
+1.5%
0.06%
+6.9%
Q2 2020$781,000
+48.2%
2,749
+9.7%
0.06%
+13.7%
Q1 2020$527,0002,5050.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders