Segment Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 404 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,613,477
-1.8%
4,728
-0.5%
0.16%
-3.0%
Q2 2023$1,643,073
+18.0%
4,750
+3.9%
0.17%
+7.0%
Q1 2023$1,392,784
+18.8%
4,571
-0.2%
0.16%
+16.2%
Q4 2022$1,172,049
-5.5%
4,581
-7.6%
0.14%
-12.3%
Q3 2022$1,240,000
+3.5%
4,956
+11.5%
0.16%
+2.0%
Q2 2022$1,198,000
-19.9%
4,443
+2.5%
0.15%
-1.3%
Q1 2022$1,495,000
-21.2%
4,333
-9.2%
0.15%
-22.6%
Q4 2021$1,898,000
+23.9%
4,773
+24.4%
0.20%
+9.3%
Q3 2021$1,532,000
+9.3%
3,837
+6.8%
0.18%
+9.6%
Q2 2021$1,402,000
+27.2%
3,594
+11.3%
0.17%
+13.7%
Q1 2021$1,102,000
-1.6%
3,229
+2.1%
0.15%
-9.9%
Q4 2020$1,120,000
+45.5%
3,163
+27.8%
0.16%
+29.6%
Q3 2020$770,000
+23.2%
2,474
+12.5%
0.12%
+7.8%
Q2 2020$625,000
-76.8%
2,199
-83.3%
0.12%
-80.3%
Q3 2018$2,698,00013,1610.59%
Other shareholders
ISHARES TR shareholders Q4 2020
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