Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 216 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 2.76 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,304
-99.9%
4,281
-23.4%
0.10%
+50.7%
Q1 2021$1,918,000
-2.3%
5,589
+0.8%
0.07%
-20.2%
Q4 2020$1,964,000
+73.0%
5,547
+52.1%
0.08%
+47.4%
Q3 2020$1,135,000
-15.7%
3,647
-23.0%
0.06%
-23.0%
Q2 2020$1,346,000
+81.2%
4,734
+34.0%
0.07%
+34.5%
Q1 2020$743,000
-10.3%
3,533
-0.5%
0.06%
-12.7%
Q4 2019$828,000
-50.9%
3,551
-55.4%
0.06%
-54.7%
Q3 2019$1,687,000
+5.2%
7,963
+4.7%
0.14%
-22.3%
Q1 2019$1,603,000
+133.7%
7,602
+92.4%
0.18%
+84.5%
Q4 2018$686,0003,9520.10%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders