Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 98 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$10,965
-42.5%
284
-40.1%
0.00%
-100.0%
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 Q3 2021
NameSharesValueWeighting ↓
Wilshire Advisors LLC 96,093$5,339,0005.07%
Checchi Capital Advisers, LLC 868,561$48,318,0004.98%
Inscription Capital, LLC 120,796$6,720,0002.59%
LEUTHOLD GROUP, LLC 323,347$17,965,0002.37%
Money Design Co.,Ltd. 285,554$15,925,0001.82%
Family Firm, Inc. 104,733$5,749,0001.71%
Omega Financial Group, LLC 49,362$2,746,0001.48%
Financial Engines Advisors L.L.C. 5,866,908$326,376,0001.11%
ADE, LLC 22,223$1,236,0001.00%
Broadview Financial Management, LLC 18,620$1,036,0000.79%
View complete list of ISHARES TR shareholders