Intellectus Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 354 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.95 and the average weighting 0.6%.

Quarter-by-quarter ownership
Intellectus Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$688,001
-2.1%
2,016
-0.7%
0.22%
+3.3%
Q2 2023$702,564
+16.4%
2,031
+2.5%
0.21%
+10.5%
Q1 2023$603,620
-6.7%
1,981
-21.7%
0.19%
-15.1%
Q4 2022$647,059
+4.4%
2,529
+2.0%
0.22%
+1.8%
Q3 2022$620,000
-7.7%
2,479
-0.6%
0.22%
-4.3%
Q2 2022$672,000
-7.2%
2,494
+18.8%
0.23%
+6.9%
Q1 2022$724,000
-27.2%
2,099
-16.0%
0.22%
-14.6%
Q4 2021$994,000
-18.2%
2,499
-17.9%
0.25%
-13.9%
Q3 2021$1,215,0000.0%3,045
-2.2%
0.29%
+7.3%
Q2 2021$1,215,000
+3.9%
3,115
-9.1%
0.27%
-14.6%
Q1 2021$1,169,000
-2.7%
3,425
+0.9%
0.32%
-10.8%
Q4 2020$1,202,000
+17.3%
3,395
+3.0%
0.36%
-7.0%
Q3 2020$1,025,000
+24.2%
3,295
+13.5%
0.39%
+20.9%
Q2 2020$825,000
+108.3%
2,903
+54.2%
0.32%
+69.3%
Q1 2020$396,000
-28.0%
1,883
-20.3%
0.19%
-15.6%
Q4 2019$550,000
+7.6%
2,362
-2.1%
0.22%
-0.4%
Q3 2019$511,000
-10.2%
2,412
-7.4%
0.22%
-8.5%
Q2 2019$569,000
-8.1%
2,605
-11.2%
0.25%
-7.5%
Q1 2019$619,000
+23.1%
2,935
+19.6%
0.27%
+51.1%
Q3 2018$503,000
+16.4%
2,455
+3.9%
0.18%
+11.4%
Q2 2018$432,000
+20.7%
2,362
+11.9%
0.16%
+28.5%
Q1 2018$358,0002,1100.12%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders