Venturi Wealth Management, 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
Venturi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$5,681
-86.9%
121
-86.7%
0.00%
-100.0%
Q1 2023$43,264
-93.9%
907
-94.7%
0.00%
-94.2%
Q3 2022$714,000
-18.5%
17,058
-8.9%
0.07%
-11.5%
Q2 2022$876,000
-38.7%
18,728
-33.4%
0.08%
-29.1%
Q1 2022$1,430,000
-17.4%
28,123
-22.7%
0.11%
-16.0%
Q4 2021$1,732,00036,4040.13%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,418,430$57,929,0258.64%
Heartland Bank & Trust Co 155,410$7,413,0575.60%
Forefront Analytics, LLC 172,832$8,244,0924.25%
Independent Order of Foresters 82,790$3,949,0832.92%
Waldron Private Wealth LLC 795,391$37,9401.85%
FORTE ASSET MANAGEMENT LLC 56,637$2,701,5651.78%
Beta Wealth Group, Inc. 50,599$2,413,6181.38%
Stelac Advisory Services LLC 63,627$3,035,0081.32%
FSM Wealth Advisors, LLC 44,100$2,103,5511.22%
First Capital Advisors Group, LLC. 63,960$3,050,9400.98%
View complete list of ISHARES TR shareholders