Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 133 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$246,306
-37.5%
4,778
-15.6%
0.01%
-57.1%
Q4 2021$394,000
-39.1%
5,658
-39.4%
0.02%
-44.7%
Q3 2021$647,000
-28.0%
9,339
-27.1%
0.04%
-28.3%
Q2 2021$899,000
+25.9%
12,803
+19.5%
0.05%
+8.2%
Q1 2021$714,00010,7120.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 1,214,973$81,002,00043.65%
NYL Investors LLC 631,600$42,109,0005.38%
Allianz Investment Management U.S. LLC 1,470,000$98,005,0004.79%
AGILIS PARTNERS LLC 122,007$8,134,0003.70%
Carolina Wealth Advisors, LLC 50,275$3,352,0002.45%
Copperleaf Capital, LLC 29,100$1,940,0002.07%
Spectrum Planning & Advisory Services Inc. 26,698$1,780,0001.83%
Lineweaver Wealth Advisors, LLC 75,600$5,040,0001.79%
Cardinal Strategic Wealth Guidance 41,281$2,752,0001.61%
VIVID FINANCIAL MANAGEMENT, INC. 46,981$3,132,0001.44%
View complete list of ISHARES TR shareholders