Homrich & Berg - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 101 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$267,000
+4.3%
5,191
+5.8%
0.01%0.0%
Q2 2021$256,000
+2.4%
4,905
+2.0%
0.01%0.0%
Q1 2021$250,000
-6.7%
4,8110.0%0.01%
-25.0%
Q4 2020$268,000
+16.5%
4,811
+10.8%
0.01%0.0%
Q3 2020$230,000
-3.4%
4,342
-8.4%
0.01%
-27.3%
Q4 2019$238,000
-0.4%
4,7380.0%0.01%
-8.3%
Q3 2019$239,000
-7.7%
4,738
-7.0%
0.01%
-14.3%
Q2 2019$259,000
+3.6%
5,0960.0%0.01%
+7.7%
Q1 2019$250,000
+1.2%
5,0960.0%0.01%
-13.3%
Q4 2018$247,000
+0.8%
5,0960.0%0.02%0.0%
Q3 2018$245,000
-2.4%
5,0960.0%0.02%
-16.7%
Q2 2018$251,0000.0%5,096
+4.6%
0.02%
+5.9%
Q1 2018$251,000
+7.3%
4,873
+4.2%
0.02%
+6.2%
Q4 2017$234,000
+1.7%
4,6780.0%0.02%
-11.1%
Q3 2017$230,000
+2.7%
4,678
+100.0%
0.02%
-10.0%
Q2 2017$224,000
+6.2%
2,339
+1.3%
0.02%
+11.1%
Q1 2017$211,0002,3080.02%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Wilshire Advisors LLC 118,294$5,826,0005.16%
FormulaFolio Investments, LLC 1,070,480$52,721,0004.04%
LEUTHOLD GROUP, LLC 457,054$22,510,0002.27%
Checchi Capital Advisers, LLC 351,596$17,316,0001.75%
Family Firm, Inc. 84,934$4,183,0001.74%
Financial Advisors Network, Inc. 41,203$2,029,0001.61%
Brookstone Capital Management 209,352$10,311,0000.93%
Compagnie Lombard Odier SCmA 509,461$25,091,0000.89%
VICUS CAPITAL 88,401$4,354,0000.84%
Personal Capital Advisors Corp 658,732$32,443,0000.63%
View complete list of ISHARES TR shareholders