B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 387 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$678,677
+0.2%
1,989
+1.6%
0.02%
+20.0%
Q2 2023$677,201
+18.8%
1,958
+4.6%
0.02%0.0%
Q1 2023$570,087
-4.6%
1,871
-19.9%
0.02%
-11.8%
Q4 2022$597,698
+2.5%
2,336
+0.3%
0.02%
-5.6%
Q3 2022$583,000
-6.1%
2,330
+1.2%
0.02%
-30.8%
Q2 2022$621,000
-64.7%
2,302
-54.9%
0.03%
-55.2%
Q1 2022$1,760,000
-38.8%
5,101
-29.5%
0.06%
-30.1%
Q4 2021$2,876,000
-9.6%
7,233
-9.3%
0.08%
-17.8%
Q3 2021$3,183,000
+13.1%
7,973
+10.5%
0.10%
+11.0%
Q2 2021$2,815,000
+8.2%
7,217
-5.3%
0.09%
-1.1%
Q1 2021$2,602,000
+465.7%
7,620
+486.6%
0.09%
+268.0%
Q4 2020$460,000
+10.8%
1,299
-3.0%
0.02%
+13.6%
Q3 2020$415,000
+39.7%
1,339
+28.3%
0.02%
+10.0%
Q2 2020$297,000
+16.5%
1,044
-13.9%
0.02%
-9.1%
Q1 2020$255,000
+2.8%
1,212
+13.8%
0.02%
+4.8%
Q4 2019$248,000
+490.5%
1,065
+134.1%
0.02%
+2000.0%
Q4 2014$42,000
-99.9%
455
-14.3%
0.00%
-90.9%
Q2 2014$45,674,0005310.01%
Other shareholders
ISHARES TR shareholders Q2 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