BigSur Wealth Management 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
BigSur Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,201,298
-13.1%
27,750
-5.8%
0.61%
-8.3%
Q2 2023$1,382,678
-1.6%
29,4500.0%0.66%
+0.3%
Q1 2023$1,404,765
+10.4%
29,450
+6.1%
0.66%
+7.5%
Q4 2022$1,272,060
+6.5%
27,750
-2.8%
0.61%
+1.5%
Q3 2022$1,194,000
-12.1%
28,550
-1.7%
0.60%
-5.6%
Q2 2022$1,358,000
-8.1%
29,0500.0%0.64%
+11.3%
Q1 2022$1,477,000
+6.9%
29,0500.0%0.58%
+6.3%
Q4 2021$1,382,000
+3.7%
29,0500.0%0.54%
-9.7%
Q3 2021$1,333,000
+14.0%
29,050
+12.8%
0.60%
+13.4%
Q2 2021$1,169,000
+120.6%
25,750
+119.1%
0.53%
+94.1%
Q1 2021$530,000
+10.2%
11,750
+6.8%
0.27%0.0%
Q4 2020$481,000
+13.4%
11,0000.0%0.27%
+0.7%
Q3 2020$424,000
-58.4%
11,000
-58.6%
0.27%
-63.0%
Q2 2020$1,019,000
+18.4%
26,600
+5.6%
0.73%
+13.0%
Q1 2020$861,000
-33.9%
25,200
-7.4%
0.64%
-12.4%
Q4 2019$1,303,000
-15.6%
27,200
-18.1%
0.74%
-29.2%
Q3 2019$1,544,000
+1.0%
33,2000.0%1.04%
-2.5%
Q2 2019$1,529,000
-0.3%
33,200
-2.9%
1.07%
+6.1%
Q1 2019$1,534,000
+13.9%
34,2000.0%1.01%
+5.1%
Q4 2018$1,347,000
-6.5%
34,2000.0%0.96%
+6.1%
Q3 2018$1,441,000
-3.3%
34,200
-1.4%
0.90%
-16.9%
Q2 2018$1,490,000
+0.2%
34,7000.0%1.08%
+2.4%
Q1 2018$1,487,000
-5.2%
34,7000.0%1.06%
-32.1%
Q4 2017$1,569,000
-0.1%
34,7000.0%1.56%
-1.2%
Q3 2017$1,571,000
-3.1%
34,700
-2.3%
1.58%
-4.0%
Q2 2017$1,621,000
+5.9%
35,5000.0%1.64%
-0.7%
Q1 2017$1,531,000
+4.6%
35,500
-5.3%
1.66%
-15.4%
Q4 2016$1,464,00037,5001.96%
Other shareholders
ISHARES TR shareholders Q1 2022
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