HBK Sorce Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 97 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
HBK Sorce Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$363,000
-0.8%
7,395
-2.0%
0.04%
-14.3%
Q4 2018$366,000
-4.4%
7,547
-5.1%
0.04%
-2.3%
Q3 2018$383,000
-11.1%
7,956
-9.2%
0.04%
-14.0%
Q2 2018$431,000
-6.3%
8,764
-1.6%
0.05%
-13.8%
Q1 2018$460,000
-5.7%
8,905
-8.9%
0.06%0.0%
Q4 2017$488,000
+3.2%
9,774
+1.8%
0.06%
-18.3%
Q3 2017$473,000
+7.0%
9,598
+107.9%
0.07%0.0%
Q2 2017$442,000
+1.6%
4,616
-2.9%
0.07%
-4.1%
Q1 2017$435,000
+13.3%
4,754
+11.3%
0.07%
+7.2%
Q4 2016$384,000
-13.3%
4,272
-3.3%
0.07%
-21.6%
Q3 2016$443,0000.0%4,417
-0.7%
0.09%
-7.4%
Q2 2016$443,000
+14.8%
4,448
+11.9%
0.10%
+4.4%
Q1 2016$386,0003,9740.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wilshire Advisors LLC 96,093$5,339,0005.07%
Checchi Capital Advisers, LLC 868,561$48,318,0004.98%
Inscription Capital, LLC 120,796$6,720,0002.59%
LEUTHOLD GROUP, LLC 323,347$17,965,0002.37%
Money Design Co.,Ltd. 285,554$15,925,0001.82%
Family Firm, Inc. 104,733$5,749,0001.71%
Omega Financial Group, LLC 49,362$2,746,0001.48%
Financial Engines Advisors L.L.C. 5,866,908$326,376,0001.11%
ADE, LLC 22,223$1,236,0001.00%
Broadview Financial Management, LLC 18,620$1,036,0000.79%
View complete list of ISHARES TR shareholders