Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 420 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.86 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 Q4 2021
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders