PERSONAL CFO SOLUTIONS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 342 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$854,334
+220.0%
9,831
+214.0%
0.13%
+211.9%
Q1 2024$267,000
-1.1%
3,131
+370.8%
0.04%
-10.6%
Q4 2023$269,997
+2.3%
665
-37.0%
0.05%
-28.8%
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 Q2 2020
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 53,870$19,075,00014.80%
Financial Advantage, Inc. 34,659$12,272,00011.36%
Covenant Multifamily Offices, LLC 144,830$51,284,0009.17%
Columbus Hill Capital Management, L.P. 3,000$106,230,0007.89%
OGOREK ANTHONY JOSEPH /NY/ /ADV 37,021$13,109,0007.02%
MinichMacGregor Wealth Management, LLC 39,736$14,070,0005.73%
GPS Wealth Strategies Group, LLC 45,915$16,258,0005.70%
Ferguson Shapiro LLC 18,005$6,376,0004.74%
360 Financial, Inc. 22,145$7,842,0004.66%
SFMG, LLC 101,378$35,898,0004.55%
View complete list of ISHARES TR shareholders