IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 101 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$809
-94.9%
3,161
+8005.1%
0.18%
+6000.0%
Q3 2021$16,000
-83.0%
39
-91.0%
0.00%
-88.9%
Q2 2019$94,000
-97.3%
431
-97.9%
0.03%
-98.3%
Q4 2018$3,510,000
+7212.5%
20,230
+4716.7%
1.60%
+6869.6%
Q4 2016$48,0004200.02%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Heartwood Wealth Management Ltd 80,536$8,108,00011.23%
Financial Advantage, Inc. 89,164$8,976,0008.14%
XPONANCE, INC. 117,823$11,859,0004.51%
Clal Insurance Enterprises Holdings Ltd 1,401,668$141,106,0004.11%
MCMILLION CAPITAL MANAGEMENT INC 50,776$5,112,0003.79%
Gemmer Asset Management LLC 54,704$5,507,0003.21%
Main Management LLC 167,272$16,839,0003.04%
Verity Asset Management, Inc. 23,924$2,408,0002.72%
MinichMacGregor Wealth Management, LLC 27,053$2,723,0002.63%
Janney Capital Management LLC 311,166$31,325,0001.69%
View complete list of ISHARES TR shareholders