Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 258 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,622,507$55,892,6228.22%
Heartland Bank & Trust Co 146,212$6,329,5185.00%
Forefront Analytics, LLC 145,421$6,295,1383.57%
Independent Order of Foresters 82,790$3,583,9792.56%
Waldron Private Wealth LLC 710,307$30,7491.60%
FSM Wealth Advisors, LLC 72,426$3,135,3371.58%
Stelac Advisory Services LLC 51,927$2,254,7191.23%
FORTE ASSET MANAGEMENT LLC 40,643$1,759,4221.18%
Money Design Co.,Ltd. 444,719$19,2521.17%
Beta Wealth Group, Inc. 42,808$1,853,1451.10%
View complete list of ISHARES TR shareholders