United Asset Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 374 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$764,480
-94.4%
2,988
-94.5%
0.11%
-94.9%
Q3 2022$13,677,000
+2720.0%
54,680
+3894.2%
2.10%
+2664.5%
Q4 2020$485,000
+25.6%
1,369
+10.2%
0.08%
+7.0%
Q3 2020$386,000
+27.8%
1,242
+16.8%
0.07%
+20.3%
Q2 2020$302,000
+39.8%
1,063
+7.4%
0.06%
+18.0%
Q2 2019$216,000
-93.9%
990
-95.1%
0.05%
-94.8%
Q4 2018$3,536,000
-63.4%
20,379
-56.7%
0.96%
-57.5%
Q3 2018$9,654,000
+128.6%
47,100
+103.7%
2.27%
+103.6%
Q2 2018$4,224,00023,1241.12%
Other shareholders
ISHARES TR shareholders Q3 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