Beta Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 258 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,853,145
-9.9%
42,808
-2.3%
1.10%
-7.7%
Q2 2023$2,056,263
-14.8%
43,797
-13.4%
1.19%
-14.0%
Q1 2023$2,413,618
+874.4%
50,599
+836.3%
1.38%
+731.9%
Q4 2022$247,701
-20.9%
5,404
-12.1%
0.17%
-20.6%
Q1 2022$313,000
-4.0%
6,145
-13.4%
0.21%
-11.1%
Q4 2021$326,0000.0%7,0980.0%0.24%0.0%
Q3 2021$326,000
+2.2%
7,098
+0.9%
0.24%
+5.9%
Q2 2021$319,000
-2.4%
7,036
-3.1%
0.22%
-6.7%
Q1 2021$327,0007,2610.24%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,622,507$55,892,6228.22%
Heartland Bank & Trust Co 146,212$6,329,5185.00%
Forefront Analytics, LLC 145,421$6,295,1383.57%
Independent Order of Foresters 82,790$3,583,9792.56%
Waldron Private Wealth LLC 710,307$30,7491.60%
FSM Wealth Advisors, LLC 72,426$3,135,3371.58%
Stelac Advisory Services LLC 51,927$2,254,7191.23%
FORTE ASSET MANAGEMENT LLC 40,643$1,759,4221.18%
Money Design Co.,Ltd. 444,719$19,2521.17%
Beta Wealth Group, Inc. 42,808$1,853,1451.10%
View complete list of ISHARES TR shareholders