Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 128 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,461,363
+102670.9%
34,940
+4.4%
0.43%
+100.9%
Q2 2023$2,395
+29.1%
33,483
+24.6%
0.21%
+40.4%
Q1 2023$1,855
-100.0%
26,875
+25.9%
0.15%
+15.3%
Q4 2022$1,500,555,020
+112133.0%
21,351
-2.1%
0.13%0.0%
Q3 2022$1,337,000
-5.9%
21,813
+0.9%
0.13%
-9.0%
Q2 2022$1,421,000
-47.5%
21,613
-36.6%
0.14%
-36.6%
Q1 2022$2,707,000
+6.8%
34,075
+7.6%
0.23%
+5.1%
Q4 2021$2,535,000
+5.3%
31,657
+3.1%
0.22%
-18.5%
Q3 2021$2,408,000
+8818.5%
30,696
+2.1%
0.26%
+6525.0%
Q2 2021$27,000
-98.7%
30,069
+6.6%
0.00%
-98.5%
Q1 2021$2,070,000
+22.5%
28,204
+7.7%
0.26%
+10.9%
Q4 2020$1,690,000
+20.5%
26,192
-0.3%
0.24%
+13.3%
Q3 2020$1,403,000
+7.3%
26,269
+4.9%
0.21%
-6.6%
Q2 2020$1,307,000
+12.6%
25,041
-27.6%
0.23%
-0.9%
Q1 2020$1,161,000
-17.4%
34,600
+69.2%
0.23%
-6.6%
Q4 2019$1,406,000
+15.1%
20,452
+7.2%
0.24%
+4.3%
Q3 2019$1,222,000
+9.2%
19,081
+9.3%
0.23%
+7.8%
Q2 2019$1,119,000
+11.5%
17,457
+6.9%
0.22%
+3.8%
Q1 2019$1,004,000
+12.6%
16,333
+4.1%
0.21%
-3.7%
Q4 2018$892,000
-20.7%
15,685
-8.2%
0.22%
-13.2%
Q3 2018$1,125,000
+13.6%
17,087
+10.6%
0.25%
+5.9%
Q2 2018$990,000
-3.4%
15,445
+4.2%
0.24%
-30.6%
Q1 2018$1,025,000
+20.6%
14,816
+21.9%
0.34%
+22.7%
Q4 2017$850,000
+8.7%
12,152
+3.7%
0.28%
-11.2%
Q3 2017$782,000
+60.2%
11,720
+51.6%
0.31%
+39.9%
Q2 2017$488,000
+19.3%
7,732
+15.1%
0.22%
+25.3%
Q1 2017$409,000
+16.2%
6,716
+10.2%
0.18%
+9.2%
Q4 2016$352,000
+18.5%
6,093
+4.8%
0.16%
-4.1%
Q3 2016$297,000
+16.0%
5,815
+8.7%
0.17%
+5.6%
Q2 2016$256,000
-3.0%
5,348
-0.4%
0.16%
+1.9%
Q1 2016$264,000
-11.4%
5,368
-4.5%
0.16%
-12.7%
Q4 2015$298,000
-10.5%
5,620
-13.2%
0.18%
-30.4%
Q3 2015$333,000
-36.2%
6,476
-28.9%
0.26%
-26.1%
Q2 2015$522,000
+0.6%
9,1070.0%0.35%
+5.1%
Q1 2015$519,000
+3.2%
9,107
+2.2%
0.34%
-5.6%
Q4 2014$503,000
+0.4%
8,9110.0%0.36%
-6.1%
Q3 2014$501,000
-1.6%
8,911
+0.1%
0.38%
-4.5%
Q2 2014$509,000
+5.8%
8,902
+4.6%
0.40%
-11.2%
Q1 2014$481,000
+0.6%
8,5080.0%0.45%
-5.5%
Q4 2013$478,0008,5080.47%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 50,033$3,5251.49%
Centurion Wealth Management LLC 42,050$2,961,9801.45%
Salomon & Ludwin, LLC 82,779$5,831,3420.61%
Phoenix Holdings Ltd. 366,476$25,816,2920.47%
Arete Wealth Advisors, LLC 34,940$2,461,3630.43%
ICICI Prudential Asset Management Co Ltd 24,314$1,712,7920.22%
CLIENT 1ST ADVISORY GROUP, LLC 5,294$372,9340.20%
SENTINEL TRUST CO LBA 15,800$1,1130.16%
Spire Wealth Management 45,892$3,232,6290.12%
Sunflower Bank, N.A. 7,170$505,0890.12%
View complete list of ISHARES TR shareholders