Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 141 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.31 and the average weighting 0.6%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$33,268
+5.2%
6350.0%0.00%
Q4 2022$31,617
+2.0%
6350.0%0.00%
Q3 2022$31,000
-8.8%
6350.0%0.00%
Q2 2022$34,000
-12.8%
6350.0%0.00%
Q1 2022$39,000
-11.4%
6350.0%0.00%
-100.0%
Q4 2021$44,0000.0%6350.0%0.00%0.0%
Q3 2021$44,000
-2.2%
6350.0%0.00%0.0%
Q2 2021$45,000
+7.1%
6350.0%0.00%0.0%
Q1 2021$42,000
-8.7%
6350.0%0.00%0.0%
Q4 2020$46,000
+2.2%
6350.0%0.00%0.0%
Q3 2020$45,000
+2.3%
6350.0%0.00%0.0%
Q2 2020$44,000
+10.0%
6350.0%0.00%0.0%
Q1 2020$40,000
-4.8%
6350.0%0.00%0.0%
Q4 2019$42,0000.0%6350.0%0.00%
-50.0%
Q3 2019$42,000
+5.0%
6350.0%0.00%0.0%
Q2 2019$40,000
-4.8%
635
-9.3%
0.00%0.0%
Q1 2019$42,000
+16.7%
700
+10.2%
0.00%0.0%
Q4 2018$36,000
-2.7%
6350.0%0.00%0.0%
Q3 2018$37,0000.0%6350.0%0.00%0.0%
Q2 2018$37,000
-2.6%
6350.0%0.00%
-33.3%
Q1 2018$38,000
-5.0%
6350.0%0.00%0.0%
Q4 2017$40,000
+2.6%
6350.0%0.00%0.0%
Q3 2017$39,0000.0%6350.0%0.00%0.0%
Q2 2017$39,000
+2.6%
6350.0%0.00%
-25.0%
Q1 2017$38,0000.0%635
-2.8%
0.00%0.0%
Q4 2016$38,000
-5.0%
653
+2.8%
0.00%0.0%
Q3 2016$40,0006350.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 720,506$44,253,00021.91%
Allianz Investment Management U.S. LLC 1,470,000$90,302,0007.22%
NYL Investors LLC 755,000$46,372,0006.38%
Fund Evaluation Group, LLC 4,064$73,396,0005.08%
AGILIS PARTNERS LLC 159,101$9,772,0004.88%
Mid-American Wealth Advisory Group, Inc. 77,048$4,732,0003.70%
Carolina Wealth Advisors, LLC 63,397$3,894,0002.46%
PRUDENTIAL PLC 1,884,761$115,762,0001.67%
Copperleaf Capital, LLC 29,061$1,785,0001.58%
ShoreHaven Wealth Partners, LLC 47,718$2,930,0001.55%
View complete list of ISHARES TR shareholders