Wellington Shields & Co., LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 479 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 1.87 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wellington Shields & Co., LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$56,485
+1.9%
6500.0%0.02%
-5.3%
Q1 2024$55,426
+5.1%
650
+400.0%
0.02%0.0%
Q4 2023$52,733
+18.9%
1300.0%0.02%
+72.7%
Q3 2023$44,3641300.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 46,321$15,815,00011.22%
Financial Advantage, Inc. 31,059$10,604,0009.16%
Shannon River Fund Management LLC 300,000$102,426,0006.92%
GPS Wealth Strategies Group, LLC 52,238$17,835,0005.26%
MinichMacGregor Wealth Management, LLC 40,424$13,801,0005.16%
Covenant Multifamily Offices, LLC 71,194$24,307,0004.97%
360 Financial, Inc. 22,307$7,616,0004.29%
Friedenthal Financial 16,890$5,767,0004.25%
MCMILLION CAPITAL MANAGEMENT INC 19,912$6,798,0003.98%
SFMG, LLC 97,443$33,269,0003.86%
View complete list of ISHARES TR shareholders