Wealth Architects, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 280 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealth Architects, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,863,810
-12.5%
43,054
-5.1%
0.32%
-9.9%
Q2 2023$2,130,265
-3.4%
45,373
-1.8%
0.35%
-9.7%
Q1 2023$2,205,056
-1.1%
46,228
-4.9%
0.39%
-7.6%
Q4 2022$2,228,584
+5.6%
48,617
-3.6%
0.42%
-4.5%
Q3 2022$2,110,000
-16.8%
50,438
-7.0%
0.44%
-10.9%
Q2 2022$2,536,000
-5.5%
54,241
+2.8%
0.50%
+8.8%
Q1 2022$2,684,000
+1.9%
52,767
-4.6%
0.46%
-1.3%
Q4 2021$2,633,000
+1.1%
55,336
-2.5%
0.46%
-8.5%
Q3 2021$2,604,000
-6.8%
56,741
-7.8%
0.50%
-7.7%
Q2 2021$2,794,000
-16.2%
61,561
-16.8%
0.55%
-24.2%
Q1 2021$3,335,000
+2.5%
73,986
-0.6%
0.72%
-4.6%
Q4 2020$3,255,000
-17.3%
74,466
-27.0%
0.76%
-29.1%
Q3 2020$3,934,000
-7.7%
101,966
-8.4%
1.07%
-10.7%
Q2 2020$4,261,000
-22.8%
111,270
-31.2%
1.20%
-37.6%
Q1 2020$5,523,000
-64.6%
161,715
-50.3%
1.92%
-56.0%
Q4 2019$15,605,000
-12.9%
325,708
-15.5%
4.36%
-20.1%
Q3 2019$17,921,000
-5.4%
385,654
-6.0%
5.46%
-4.4%
Q2 2019$18,953,000
-2.9%
410,243
-5.8%
5.71%
-6.2%
Q1 2019$19,516,000
+14.8%
435,464
+0.9%
6.08%
-0.4%
Q4 2018$16,999,000
-7.5%
431,665
-1.1%
6.11%
+7.7%
Q3 2018$18,385,000
+1.7%
436,480
+3.7%
5.67%
-3.0%
Q2 2018$18,070,000
+1.8%
420,725
+1.5%
5.85%
-0.5%
Q1 2018$17,758,000
+6.3%
414,419
+12.2%
5.88%
+7.4%
Q4 2017$16,705,000
+12.2%
369,423
+12.3%
5.48%
+5.8%
Q3 2017$14,885,000
+27.5%
328,878
+23.9%
5.18%
+19.2%
Q2 2017$11,671,000
+75.5%
265,451
+68.9%
4.34%
+64.3%
Q1 2017$6,652,000
+178.4%
157,198
+156.8%
2.64%
+148.5%
Q4 2016$2,389,00061,2061.06%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,418,430$57,929,0258.64%
Heartland Bank & Trust Co 155,410$7,413,0575.60%
Forefront Analytics, LLC 172,832$8,244,0924.25%
Independent Order of Foresters 82,790$3,949,0832.92%
Waldron Private Wealth LLC 795,391$37,9401.85%
FORTE ASSET MANAGEMENT LLC 56,637$2,701,5651.78%
Beta Wealth Group, Inc. 50,599$2,413,6181.38%
Stelac Advisory Services LLC 63,627$3,035,0081.32%
FSM Wealth Advisors, LLC 44,100$2,103,5511.22%
First Capital Advisors Group, LLC. 63,960$3,050,9400.98%
View complete list of ISHARES TR shareholders