Beta Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 277 filers reported holding ISHARES TR in Q2 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 Q2 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,438,717$62,096,00011.38%
Forefront Analytics, LLC 306,728$15,602,0005.79%
SVB Investment Services Inc. 118,424$6,023,0003.74%
Independent Order of Foresters 87,944$4,473,0002.62%
HANCOCK WHITNEY INVESTMENT SERVICES INC. 88,541$4,503,0002.60%
Joseph Group Capital Management 44,232$2,250,0002.27%
BG Investment Services, Inc. 44,859$2,282,0002.23%
FIRST QUADRANT LLC/CA 6,859$349,0001.94%
Aaron Wealth Advisors LLC 6,094,452$119,828,0001.66%
CAPITAL INSIGHT PARTNERS, LLC 138,088$7,023,0001.43%
View complete list of ISHARES TR shareholders