Capstone Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 246 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
Capstone Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$812,350
+0.6%
16,9520.0%0.05%0.0%
Q1 2024$807,264
+2.9%
16,952
+1.7%
0.05%
-3.6%
Q4 2023$784,569
+145.4%
16,675
+125.8%
0.06%
+124.0%
Q3 2023$319,740
-18.3%
7,386
-11.4%
0.02%
-13.8%
Q2 2023$391,235
-1.6%
8,3330.0%0.03%
-6.5%
Q1 2023$397,485
+4.1%
8,3330.0%0.03%
-3.1%
Q4 2022$381,985
-99.4%
8,333
-99.4%
0.03%
-99.4%
Q2 2022$60,492,000
+237.0%
1,293,947
+266.6%
5.15%
+295.2%
Q1 2022$17,952,000
-55.4%
352,970
-58.3%
1.30%
-55.3%
Q4 2021$40,294,000
+118.3%
846,700
+106.7%
2.92%
+78.1%
Q1 2021$18,458,000
+2.1%
409,549
-0.9%
1.64%
-4.5%
Q4 2020$18,073,000
+15.0%
413,473
+1.5%
1.72%
+3.2%
Q3 2020$15,717,000
+0.3%
407,396
-0.5%
1.66%
-7.3%
Q2 2020$15,673,000
-25.1%
409,316
-33.2%
1.79%
-34.3%
Q1 2020$20,924,000
+1606.7%
612,700
+2295.1%
2.73%
+1487.8%
Q4 2019$1,226,000
+3.4%
25,581
+0.3%
0.17%
-5.0%
Q3 2019$1,186,000
+0.6%
25,5120.0%0.18%
-5.2%
Q2 2019$1,179,000
+3.4%
25,512
+0.3%
0.19%
-2.1%
Q1 2019$1,140,000
-77.3%
25,443
-80.1%
0.20%
-80.7%
Q4 2018$5,025,000127,6021.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
STEEL GROVE CAPITAL ADVISORS, LLC 296,006$12,329,0003.06%
Polaris Wealth Advisory Group, LLC 288,015$11,996,0002.81%
QS Investors, LLC 1,289,493$53,707,0001.62%
NewSquare Capital LLC 94,525$3,937,0001.58%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 30,837$1,284,0000.50%
Camelot Portfolios, LLC 15,012$625,0000.42%
Lattice Strategies LLC 18,918$788,0000.40%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 308,040$12,830,0000.36%
BAILARD, INC. 52,200$2,174,0000.34%
Kistler-Tiffany Companies, LLC 10,825$451,0000.34%
View complete list of ISHARES TR shareholders