Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$756,159
-61.3%
2,216
-60.8%
0.03%
-60.8%
Q2 2023$1,954,664
+193.9%
5,651
+158.9%
0.07%
+174.1%
Q1 2023$665,087
+7.2%
2,183
-9.9%
0.03%
-3.6%
Q4 2022$620,252
-11.1%
2,424
-13.2%
0.03%
-22.2%
Q3 2022$698,000
+10.3%
2,792
+18.8%
0.04%
-14.3%
Q2 2022$633,000
-22.1%
2,350
-0.3%
0.04%
-6.7%
Q1 2022$813,000
-76.5%
2,356
-72.9%
0.04%
-75.4%
Q4 2021$3,457,000
+47.0%
8,694
+47.6%
0.18%
+31.7%
Q3 2021$2,351,000
+5.6%
5,891
+3.2%
0.14%
+5.3%
Q2 2021$2,227,000
-40.8%
5,709
-48.2%
0.13%
-48.6%
Q1 2021$3,760,000
-11.6%
11,014
-8.3%
0.26%
-18.7%
Q4 2020$4,254,000
+85.4%
12,012
+62.9%
0.32%
+58.8%
Q3 2020$2,295,000
-54.9%
7,376
-58.8%
0.20%
-60.2%
Q2 2020$5,085,000
+110.1%
17,889
+55.5%
0.50%
+52.4%
Q1 2020$2,420,000
+767.4%
11,507
+802.5%
0.33%
+811.1%
Q2 2019$279,000
+6.1%
1,275
-15.7%
0.04%
-30.8%
Q4 2018$263,000
-95.2%
1,513
-94.3%
0.05%
-93.7%
Q3 2018$5,434,00026,5110.82%
Other shareholders
ISHARES TR shareholders Q1 2022
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