PERSONAL CFO SOLUTIONS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 380 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.93 and the average weighting 0.4%.

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 Q2 2021
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders