Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 123 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$19,060
+2.7%
4740.0%0.00%0.0%
Q4 2022$18,557
+9.2%
4740.0%0.00%0.0%
Q3 2022$17,000
-10.5%
4740.0%0.00%0.0%
Q2 2022$19,000
-13.6%
4740.0%0.00%0.0%
Q1 2022$22,000
-8.3%
4740.0%0.00%0.0%
Q4 2021$24,0000.0%4740.0%0.00%0.0%
Q3 2021$24,000
-4.0%
4740.0%0.00%0.0%
Q2 2021$25,0000.0%4740.0%0.00%0.0%
Q1 2021$25,0000.0%4740.0%0.00%0.0%
Q4 2020$25,0000.0%4740.0%0.00%0.0%
Q3 2020$25,000
+4.2%
4740.0%0.00%0.0%
Q2 2020$24,000
+4.3%
4740.0%0.00%0.0%
Q1 2020$23,000
-4.2%
4740.0%0.00%0.0%
Q4 2019$24,000
+20.0%
474
+123.6%
0.00%0.0%
Q2 2017$20,0002120.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Wilshire Advisors LLC 100,183$5,144,00013.70%
Perella Weinberg Partners Capital Management LP 829,268$42,583,0006.48%
Checchi Capital Advisers, LLC 827,527$42,494,0004.21%
Inscription Capital, LLC 242,085$12,431,0003.90%
LEUTHOLD GROUP, LLC 392,144$20,137,0002.47%
Money Design Co.,Ltd. 455,703$23,400,0001.93%
Omega Financial Group, LLC 74,410$3,821,0001.82%
Financial Advisors Network, Inc. 154,051$7,864,0001.81%
Family Firm, Inc. 121,688$6,244,0001.64%
Financial Engines Advisors L.L.C. 10,316,051$529,729,0001.56%
View complete list of ISHARES TR shareholders