J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 379 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.4%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$354,684
+60.4%
1,039
+62.6%
0.03%
+62.5%
Q2 2023$221,153
-0.5%
639
-12.3%
0.02%0.0%
Q1 2023$222,224
+4.7%
729
-12.1%
0.02%0.0%
Q4 2022$212,182
-0.4%
829
-2.8%
0.02%
-11.1%
Q3 2022$213,000
+1.4%
853
+9.6%
0.02%
+5.9%
Q2 2022$210,000
-31.6%
778
-12.7%
0.02%
-19.0%
Q1 2022$307,000
-18.1%
891
-5.5%
0.02%
-12.5%
Q4 2021$375,000
-26.0%
943
-27.4%
0.02%
-40.0%
Q2 2021$507,000
+12.2%
1,299
-1.9%
0.04%
-9.1%
Q1 2021$452,000
-14.6%
1,324
-11.3%
0.04%
-20.0%
Q4 2020$529,000
+10.2%
1,493
-3.2%
0.06%
+48.6%
Q3 2020$480,000
+125.4%
1,542
+69.1%
0.04%
+37.0%
Q4 2019$213,0009120.03%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Financial Advantage, Inc. 78,672$10,760,0009.14%
Lodge Hill Capital, LLC 600,000$82,068,0006.16%
MCMILLION CAPITAL MANAGEMENT INC 49,817$6,814,0004.56%
MinichMacGregor Wealth Management, LLC 33,711$4,610,0004.00%
Main Management LLC 164,219$22,462,0003.44%
SPC Financial, Inc. 88,961$12,168,0003.22%
Gemmer Asset Management LLC 54,752$7,489,0003.13%
NOESIS CAPITAL MANGEMENT CORP 49,329$6,747,0002.58%
FundX Investment Group, LLC 31,042$4,246,0001.73%
Tower Research Capital LLC (TRC) 63,313$8,660,0000.98%
View complete list of ISHARES TR shareholders