Focused Wealth Management, Inc - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 387 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,285,482
+3.4%
15,488
+4.9%
0.93%
+1.4%
Q2 2023$5,109,501
+16.0%
14,771
+2.1%
0.92%
+3.1%
Q1 2023$4,406,260
+16.8%
14,461
-1.9%
0.89%
+16.3%
Q4 2022$3,771,263
+6.1%
14,740
+3.7%
0.77%
+3.0%
Q3 2022$3,555,000
-1.3%
14,211
+6.3%
0.74%
+13.6%
Q2 2022$3,603,000
-24.2%
13,364
-3.0%
0.66%
-12.9%
Q1 2022$4,754,000
-8.7%
13,782
+5.2%
0.75%
-6.3%
Q4 2021$5,207,000
-0.2%
13,095
+0.1%
0.80%
-5.6%
Q3 2021$5,220,000
-0.7%
13,079
-3.0%
0.85%
-1.8%
Q2 2021$5,259,000
+22.2%
13,483
+6.9%
0.87%
+13.6%
Q1 2021$4,304,000
-2.7%
12,607
+0.9%
0.76%
-11.3%
Q4 2020$4,424,000
+15.0%
12,494
+1.0%
0.86%
+3.0%
Q3 2020$3,847,000
+12.2%
12,365
+2.5%
0.84%
+5.2%
Q2 2020$3,430,000
+43.9%
12,066
+6.4%
0.80%
+15.7%
Q1 2020$2,384,00011,3350.69%
Other shareholders
ISHARES TR shareholders Q2 2022
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