Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 97 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
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,441,752
-5.4%
146,402
+0.8%
1.53%
+0.5%
Q2 2023$5,749,846
+2.3%
145,235
+3.9%
1.52%
-2.3%
Q1 2023$5,619,088
+6.6%
139,744
+3.8%
1.56%
+1.0%
Q4 2022$5,269,898
+11.1%
134,608
+3.9%
1.54%
+1.6%
Q3 2022$4,744,000
-11.0%
129,582
-0.6%
1.52%
-3.4%
Q2 2022$5,330,000
-12.3%
130,358
-0.3%
1.57%
-1.4%
Q1 2022$6,076,000
-3.2%
130,800
+4.8%
1.59%
-2.0%
Q4 2021$6,279,000
+0.6%
124,851
+2.6%
1.62%
-1.1%
Q3 2021$6,244,000
+6.4%
121,688
+8.3%
1.64%
+2.8%
Q2 2021$5,869,000
+5.0%
112,319
+4.4%
1.60%
-0.9%
Q1 2021$5,587,000
-2.8%
107,580
+2.7%
1.61%
-5.9%
Q4 2020$5,749,000
+7.0%
104,733
+3.1%
1.71%
-11.0%
Q3 2020$5,371,000
+2.6%
101,584
-1.2%
1.92%
-1.8%
Q2 2020$5,236,000
+4.9%
102,864
+1.6%
1.96%
-7.8%
Q1 2020$4,993,000
-4.7%
101,260
-3.1%
2.12%
+19.8%
Q4 2019$5,241,000
+2.4%
104,461
+3.0%
1.77%
-2.4%
Q3 2019$5,117,000
-0.5%
101,391
+0.3%
1.82%0.0%
Q2 2019$5,142,000
+9.3%
101,129
+5.4%
1.82%
+6.2%
Q1 2019$4,706,000
+2.3%
95,956
+1.1%
1.71%
-7.0%
Q4 2018$4,602,000
-0.7%
94,941
-1.4%
1.84%
+9.5%
Q3 2018$4,636,000
+5.6%
96,263
+7.9%
1.68%
+2.0%
Q2 2018$4,389,000
-12.4%
89,194
-8.1%
1.65%
-15.5%
Q1 2018$5,009,000
+11.2%
97,062
+7.5%
1.95%
+9.1%
Q4 2017$4,505,000
+7.7%
90,250
+6.3%
1.79%
+2.5%
Q3 2017$4,183,000
+2.5%
84,934
+99.2%
1.74%
-3.1%
Q2 2017$4,079,000
+3.1%
42,630
-1.6%
1.80%
-4.6%
Q1 2017$3,958,000
+16.8%
43,310
+14.8%
1.89%
+18.1%
Q4 2016$3,390,000
-12.5%
37,741
-2.2%
1.60%
-13.2%
Q3 2016$3,874,000
+1.5%
38,586
+0.6%
1.84%
-3.0%
Q2 2016$3,818,000
-2.2%
38,345
-4.5%
1.90%
-4.3%
Q1 2016$3,904,000
+8.4%
40,172
+0.0%
1.98%
+3.7%
Q4 2015$3,601,000
-5.6%
40,162
-4.1%
1.91%
-7.6%
Q3 2015$3,813,000
+3.8%
41,874
+2.4%
2.07%
+9.4%
Q2 2015$3,673,000
+0.5%
40,907
+2.4%
1.89%
+1.6%
Q1 2015$3,655,000
+0.1%
39,929
+5.8%
1.86%
-2.1%
Q4 2014$3,653,00037,7461.90%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 115,790$12,188,0005.56%
Garde Capital, Inc. 67,957$7,153,0002.81%
FCA CORP /TX 39,015$4,107,0002.26%
Kingfisher Capital LLC 38,571$4,060,0002.11%
AVALON CAPITAL MANAGEMENT 17,324$1,824,0001.52%
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 125,170$13,176,0001.40%
BAR HARBOR WEALTH MANAGEMENT 71,904$7,569,0000.95%
Beaumont Financial Partners, LLC 110,172$11,597,0000.82%
Horizon Investments, LLC 57,290$6,030,0000.72%
Personal Capital Advisors Corp 40,202$4,232,0000.70%
View complete list of ISHARES TR shareholders