NAPLES GLOBAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 243 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,527,416
+3.7%
127,683
+12.5%
0.67%
+7.2%
Q2 2023$5,330,347
+8.0%
113,532
+9.7%
0.62%
+1.6%
Q1 2023$4,935,003
+9.9%
103,459
+5.6%
0.62%
+7.7%
Q4 2022$4,490,953
-5.0%
97,970
-13.3%
0.57%
-12.2%
Q3 2022$4,726,000
-1.6%
112,976
+10.0%
0.65%
+4.3%
Q2 2022$4,802,000
+6.1%
102,707
+15.4%
0.62%
+19.1%
Q1 2022$4,526,000
+22.7%
88,995
+14.8%
0.52%
+22.2%
Q4 2021$3,689,000
+11.2%
77,524
+7.2%
0.43%
-1.8%
Q3 2021$3,318,000
+19.4%
72,296
+18.0%
0.44%
+12.7%
Q2 2021$2,780,000
+11.4%
61,258
+10.6%
0.39%
+2.1%
Q1 2021$2,496,000
+21.9%
55,376
+18.2%
0.38%
+9.5%
Q4 2020$2,048,000
+31.3%
46,843
+15.9%
0.35%
+13.8%
Q3 2020$1,560,000
+35.1%
40,430
+34.1%
0.30%
+22.1%
Q2 2020$1,155,000
+42.2%
30,152
+26.8%
0.25%
+16.9%
Q1 2020$812,000
+12.6%
23,782
+58.0%
0.21%
+41.1%
Q4 2019$721,000
+22.6%
15,051
+19.0%
0.15%
+10.2%
Q3 2019$588,000
+10.7%
12,653
+10.1%
0.14%
+6.2%
Q2 2019$531,000
+10.2%
11,493
+6.8%
0.13%
+4.9%
Q1 2019$482,000
+18.1%
10,758
+8.9%
0.12%
+6.0%
Q4 2018$408,000
-42.5%
9,880
-40.9%
0.12%
+19.6%
Q3 2018$710,000
+112.6%
16,710
+114.8%
0.10%
+3.2%
Q2 2018$334,000
+7.7%
7,780
+7.6%
0.09%
+2.2%
Q1 2018$310,000
+48.3%
7,230
+56.7%
0.09%
+48.4%
Q4 2017$209,0004,6150.06%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,318,356$44,429,00011.16%
MD Financial Management Inc. 3,221,865$140,828,0004.45%
Forefront Analytics, LLC 189,687$8,296,0003.60%
Independent Order of Foresters 103,123$4,508,0002.65%
Money Design Co.,Ltd. 354,882$15,554,0001.78%
Tacita Capital Inc 60,230$2,633,0001.73%
Capstone Financial Advisors, Inc. 413,473$18,073,0001.72%
FIRST MERCANTILE TRUST CO 324,762$14,195,0001.61%
SVB Investment Services Inc. 46,905$2,050,0001.59%
Curi Wealth Management, LLC 40,785$1,782,0001.29%
View complete list of ISHARES TR shareholders