NWAM LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 175 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.35 and the average weighting 0.6%.

Quarter-by-quarter ownership
NWAM LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$240,000
-13.0%
6950.0%0.02%
-18.2%
Q4 2021$276,000
+0.4%
695
+0.7%
0.02%
-12.0%
Q3 2021$275,000
+2.2%
6900.0%0.02%0.0%
Q2 2021$269,000
+12.6%
690
-1.4%
0.02%
+4.2%
Q1 2021$239,000
+2.1%
700
+5.7%
0.02%
-11.1%
Q4 2020$234,000
-90.4%
662
-94.2%
0.03%
-94.1%
Q3 2019$2,434,000
-5.3%
11,486
-2.3%
0.46%
-10.8%
Q2 2019$2,569,000
+4.7%
11,759
+1.1%
0.51%
-3.4%
Q1 2019$2,453,000
+22.2%
11,636
+0.6%
0.53%
+2.5%
Q4 2018$2,007,000
-14.3%
11,564
+1.3%
0.52%
-1.9%
Q3 2018$2,341,000
+12.8%
11,419
+0.5%
0.53%
+6.9%
Q2 2018$2,076,00011,3650.49%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 46,321$15,815,00011.22%
Financial Advantage, Inc. 31,059$10,604,0009.16%
Shannon River Fund Management LLC 300,000$102,426,0006.92%
GPS Wealth Strategies Group, LLC 52,238$17,835,0005.26%
MinichMacGregor Wealth Management, LLC 40,424$13,801,0005.16%
Covenant Multifamily Offices, LLC 71,194$24,307,0004.97%
360 Financial, Inc. 22,307$7,616,0004.29%
Friedenthal Financial 16,890$5,767,0004.25%
MCMILLION CAPITAL MANAGEMENT INC 19,912$6,798,0003.98%
SFMG, LLC 97,443$33,269,0003.86%
View complete list of ISHARES TR shareholders