Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 236 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$574,000
-15.5%
13,261
-8.3%
0.04%
-5.3%
Q2 2023$679,000
+114209.8%
14,457
+16.1%
0.04%
-17.4%
Q1 2023$594
-9.2%
12,447
-12.7%
0.05%
+9.5%
Q4 2022$654
-99.9%
14,262
+14.6%
0.04%
-20.8%
Q3 2022$521,000
-46.2%
12,447
-38.8%
0.05%
-5.4%
Q4 2021$969,000
+66.5%
20,351
+60.6%
0.06%
+43.6%
Q3 2021$582,000
+1.2%
12,6710.0%0.04%
+2.6%
Q2 2021$575,000
-15.7%
12,671
-12.4%
0.04%
+58.3%
Q1 2021$682,000
+11.1%
14,462
+2.9%
0.02%
-7.7%
Q4 2020$614,000
+2.5%
14,058
-9.5%
0.03%
-13.3%
Q3 2020$599,000
+0.7%
15,5360.0%0.03%
-9.1%
Q2 2020$595,000
+9.4%
15,536
-2.5%
0.03%
-17.5%
Q1 2020$544,000
-28.7%
15,9360.0%0.04%
-31.0%
Q4 2019$763,000
+2.4%
15,936
-0.6%
0.06%
-6.5%
Q3 2019$745,00016,0360.06%
Other shareholders
ISHARES TR shareholders Q1 2022
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