KWMG, 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
KWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,316,852
-4.9%
76,619
+3.1%
0.42%
-3.5%
Q2 2023$3,488,073
+3.0%
74,293
+4.6%
0.43%
-5.5%
Q1 2023$3,387,511
+6.0%
71,017
+1.9%
0.46%
+0.7%
Q4 2022$3,194,865
+11.2%
69,696
+1.5%
0.45%
+2.7%
Q3 2022$2,873,000
-7.9%
68,681
+3.0%
0.44%
-6.0%
Q2 2022$3,118,000
-7.9%
66,692
+0.2%
0.47%
+1.3%
Q1 2022$3,385,000
+11.4%
66,553
+4.2%
0.46%
+12.9%
Q4 2021$3,039,000
+7.5%
63,862
+3.7%
0.41%
-0.2%
Q3 2021$2,826,000
+4.6%
61,563
+4.9%
0.41%
+1.7%
Q2 2021$2,703,000
+7.5%
58,669
+5.1%
0.40%
+1.0%
Q1 2021$2,515,000
+13.3%
55,799
+9.9%
0.40%
+1.0%
Q4 2020$2,220,00050,7830.40%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,300,765$50,703,00010.66%
MD Financial Management Inc. 3,445,692$158,157,0004.01%
Forefront Analytics, LLC 204,244$9,373,0003.42%
Independent Order of Foresters 87,944$4,037,0002.41%
SVB Investment Services Inc. 65,848$3,022,0002.02%
FIRST MERCANTILE TRUST CO 251,393$11,539,0001.53%
Money Design Co.,Ltd. 395,892$18,171,0001.50%
Aaron Wealth Advisors LLC 108,287$4,970,0001.40%
Curi Wealth Management, LLC 65,676$3,014,0001.39%
CAPITAL INSIGHT PARTNERS, LLC 122,232$5,610,0001.22%
View complete list of ISHARES TR shareholders