Capstone Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 271 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capstone Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2022
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