Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 380 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.93 and the average weighting 0.4%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$13,000
-43.5%
49
-25.8%
0.00%
-50.0%
Q1 2022$23,000
-80.8%
66
-78.2%
0.00%
-80.0%
Q4 2021$120,000
-23.6%
303
-22.9%
0.02%
-28.6%
Q3 2021$157,000
-22.3%
393
-24.3%
0.03%
-24.3%
Q2 2021$202,000
-97.1%
519
-97.4%
0.04%
-97.3%
Q1 2021$6,914,000
-56.3%
19,804
-55.7%
1.38%
-41.6%
Q4 2020$15,832,000
+9.2%
44,711
-2.2%
2.37%
+1.5%
Q3 2020$14,494,000
+191.5%
45,706
+161.3%
2.33%
+131.8%
Q2 2020$4,972,00017,4921.01%
Other shareholders
ISHARES TR shareholders Q2 2021
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