Morningstar Investment Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 106 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,774
+5.7%
43,995
+3.1%
0.02%
+4.3%
Q4 2022$1,679
-99.9%
42,675
+7.0%
0.02%
+9.5%
Q3 2022$1,497,000
+5.0%
39,866
+12.9%
0.02%
+10.5%
Q2 2022$1,426,000
+5.5%
35,323
+21.0%
0.02%
+26.7%
Q1 2022$1,352,000
+23.5%
29,188
+34.0%
0.02%
+25.0%
Q4 2021$1,095,000
+151.1%
21,786
+155.9%
0.01%
+140.0%
Q3 2021$436,0008,5120.01%
Other shareholders
ISHARES TR shareholders Q4 2021
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