SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$262,142
-1.7%
768
-0.4%
0.01%0.0%
Q2 2023$266,752
+13.5%
7710.0%0.01%
+16.7%
Q1 2023$234,971
+30.3%
771
+9.4%
0.01%
+20.0%
Q4 2022$180,374
+2.5%
7050.0%0.01%
-16.7%
Q3 2022$176,000
-9.7%
705
-2.4%
0.01%
-14.3%
Q2 2022$195,000
-26.7%
722
-6.5%
0.01%
-12.5%
Q1 2022$266,000
-13.4%
7720.0%0.01%
-11.1%
Q4 2021$307,000
-0.3%
7720.0%0.01%
-18.2%
Q3 2021$308,000
+2.3%
7720.0%0.01%
-8.3%
Q2 2021$301,000
+21.9%
772
+6.9%
0.01%
+9.1%
Q1 2021$247,000
-13.9%
722
-10.9%
0.01%
-21.4%
Q4 2020$287,000
+127.8%
810
+100.5%
0.01%
+100.0%
Q3 2020$126,000
+9.6%
4040.0%0.01%0.0%
Q2 2020$115,000
+35.3%
4040.0%0.01%0.0%
Q1 2020$85,000
-28.6%
404
-20.8%
0.01%
-22.2%
Q4 2019$119,000
+10.2%
5100.0%0.01%0.0%
Q3 2019$108,0005100.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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