PERSONAL CFO SOLUTIONS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 272 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 5.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$264,000
-7.4%
1,0560.0%0.07%
-1.5%
Q2 2022$285,000
-24.8%
1,056
-3.8%
0.07%
-10.7%
Q1 2022$379,000
-30.7%
1,098
-20.3%
0.08%
-26.5%
Q4 2021$547,000
-3.9%
1,377
-3.4%
0.10%
-12.8%
Q3 2021$569,000
-3.7%
1,425
-5.9%
0.12%
-3.3%
Q2 2021$591,000
+10.3%
1,515
-3.4%
0.12%
+4.3%
Q1 2021$536,000
-3.6%
1,5690.0%0.12%
-15.9%
Q4 2020$556,0001,569
+0.3%
0.14%
Q3 2020$0
-100.0%
1,565
-7.9%
0.00%
-100.0%
Q2 2020$483,000
+5.5%
1,700
-22.0%
0.14%
-12.8%
Q1 2020$458,000
-14.1%
2,180
-4.7%
0.16%
+7.2%
Q4 2019$533,000
+16.1%
2,288
+5.1%
0.15%
-16.4%
Q3 2019$459,0002,1760.18%
Other shareholders
ISHARES TR shareholders Q4 2019
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