Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 286 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,496
-75.1%
4,410
+29300.0%
0.12%
Q1 2021$6,000
+20.0%
150.0%0.00%
Q4 2020$5,0000.0%150.0%0.00%
Q3 2020$5,000
+25.0%
150.0%0.00%
Q2 2020$4,000
+33.3%
150.0%0.00%
Q1 2020$3,000
-25.0%
150.0%0.00%
Q4 2019$4,000
+33.3%
150.0%0.00%
Q3 2019$3,000150.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Destination Wealth Management 326,095$29,212,0003.06%
INTREPID CAPITAL MANAGEMENT INC /DE/ 33,000$2,956,0003.01%
WESPAC Advisors, LLC 22,572$2,022,0001.68%
SPC Financial, Inc. 56,735$5,082,0001.59%
BINGHAM OSBORN & SCARBOROUGH LLC 106,243$9,517,0001.38%
Mathes Company, Inc. 18,545$1,661,0000.89%
WealthTrust Fairport, LLC 61,283$5,490,0000.86%
MERIDIAN INVESTMENT COUNSEL INC. 9,725$871,0000.74%
Asset Management Group, Inc. 13,545$1,213,0000.74%
Antonetti Capital Management LLC 4,712$422,0000.38%
View complete list of ISHARES TR shareholders