Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,830
+7.1%
440.0%0.00%
Q2 2023$1,708
-0.9%
440.0%0.00%
Q1 2023$1,723
-3.7%
440.0%0.00%
Q4 2022$1,789
-10.6%
440.0%0.00%
Q3 2022$2,0000.0%440.0%0.00%
Q2 2022$2,0000.0%440.0%0.00%
Q1 2022$2,000
+100.0%
440.0%0.00%
Q4 2021$1,0000.0%440.0%0.00%
Q3 2021$1,0000.0%440.0%0.00%
Q2 2021$1,0000.0%440.0%0.00%
Q1 2021$1,000
-66.7%
44
-71.2%
0.00%
Q4 2020$3,0000.0%1530.0%0.00%
Q3 2020$3,000
-50.0%
153
-48.5%
0.00%
Q2 2020$6,000
+100.0%
297
+58.0%
0.00%
Q1 2020$3,000
+200.0%
188
+327.3%
0.00%
Q4 2019$1,0000.0%440.0%0.00%
Q3 2019$1,0000.0%440.0%0.00%
Q2 2019$1,0000.0%440.0%0.00%
Q1 2019$1,0000.0%440.0%0.00%
Q4 2018$1,000
-93.3%
44
-63.3%
0.00%
-100.0%
Q3 2018$15,000
+650.0%
120
+172.7%
0.00%
Q2 2018$2,000
+100.0%
440.0%0.00%
Q1 2018$1,000
-50.0%
440.0%0.00%
Q4 2017$2,000
+100.0%
440.0%0.00%
Q2 2017$1,000
-50.0%
440.0%0.00%
Q1 2017$2,0000.0%440.0%0.00%
Q4 2016$2,0000.0%440.0%0.00%
Q3 2016$2,000
+100.0%
440.0%0.00%
Q2 2016$1,0000.0%440.0%0.00%
Q1 2016$1,0000.0%440.0%0.00%
Q4 2015$1,0000.0%440.0%0.00%
Q3 2015$1,000
-50.0%
440.0%0.00%
Q2 2015$2,0000.0%440.0%0.00%
Q1 2015$2,0000.0%440.0%0.00%
Q4 2014$2,0000.0%440.0%0.00%
Q3 2014$2,0000.0%440.0%0.00%
Q2 2014$2,0000.0%440.0%0.00%
Q1 2014$2,0000.0%440.0%0.00%
-100.0%
Q4 2013$2,0000.0%440.0%0.00%0.0%
Q3 2013$2,000
-80.0%
44
-82.9%
0.00%
-75.0%
Q2 2013$10,0002580.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 24,604$741,0005.75%
Sowa Financial Group, Inc. 168,729$5,079,000,0004.13%
Family Firm, Inc. 278,623$8,387,0002.84%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 51,917$1,563,0001.43%
INTERACTIVE FINANCIAL ADVISORS, INC. 96,987$2,919,0001.32%
MOLLER WEALTH PARTNERS 71,887$2,164,0000.96%
Rampart Investment Management Company, LLC 235,029$7,074,0000.86%
Pure Financial Advisors, LLC 164,061$4,938,0000.84%
OXFORD FINANCIAL GROUP, LTD. LLC 84,607$2,547,0000.71%
Beacon Financial Advisory LLC 25,941$780,0000.67%
View complete list of ISHARES TR shareholders