NOVARE CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 374 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
NOVARE CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$595,499
-7.2%
1,745
-5.9%
0.07%
-2.9%
Q2 2023$641,664
-2.5%
1,855
-14.1%
0.07%
-8.0%
Q1 2023$658,152
-38.6%
2,160
-48.4%
0.08%
-40.5%
Q4 2022$1,072,012
-21.6%
4,190
-23.3%
0.13%
-28.0%
Q3 2022$1,367,0005,4640.18%
Other shareholders
ISHARES TR shareholders Q3 2022
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