PFG Advisors - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
PFG Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,042,269
-4.6%
13,968
+0.1%
0.09%
+13.3%
Q2 2023$1,092,094
+9.3%
13,955
+3.1%
0.08%
-1.2%
Q1 2023$998,816
+36.3%
13,538
+30.5%
0.08%
+16.7%
Q4 2022$732,622
+14.1%
10,373
+1.2%
0.07%
-1.4%
Q3 2022$642,000
-30.7%
10,248
-15.6%
0.07%
-19.8%
Q4 2021$927,000
+7.5%
12,144
-0.2%
0.09%
-4.2%
Q3 2021$862,000
-6.2%
12,166
-4.7%
0.10%
-9.5%
Q2 2021$919,000
-1.0%
12,769
-5.2%
0.10%
-11.8%
Q1 2021$928,000
+15.3%
13,466
+4.1%
0.12%
-12.5%
Q4 2020$805,000
+6.6%
12,937
-4.6%
0.14%
-6.2%
Q3 2020$755,000
+151.7%
13,554
+137.1%
0.14%
+113.2%
Q2 2020$300,000
+48.5%
5,717
+40.9%
0.07%
+25.9%
Q1 2020$202,000
-36.5%
4,058
-19.9%
0.05%
-30.8%
Q4 2019$318,000
+12.0%
5,067
+0.5%
0.08%0.0%
Q3 2019$284,000
-2.4%
5,041
+0.6%
0.08%
-1.3%
Q2 2019$291,000
+2.1%
5,011
+0.5%
0.08%
-9.2%
Q1 2019$285,000
+5.2%
4,985
-0.3%
0.09%
+2.4%
Q4 2018$271,000
+1.1%
4,9990.0%0.08%
-59.1%
Q3 2018$268,000
-4.6%
4,999
-4.6%
0.21%
-16.1%
Q2 2018$281,000
+0.4%
5,238
-0.8%
0.25%
-6.4%
Q1 2018$280,000
+7.3%
5,278
+11.9%
0.26%
-2.9%
Q4 2017$261,0004,7170.27%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 726,403$45,175,00015.75%
COREPATH WEALTH PARTNERS LLC 146,052$9,153,0009.54%
ForthRight Wealth Management, LLC 193,762$12,050,0009.47%
ASPIRIANT, LLC 2,182,430$135,719,0009.26%
Wealth Advisors of Iowa, LLC 191,001$11,878,0007.36%
HANTZ FINANCIAL SERVICES, INC. 288,273$17,928,0006.17%
Petix & Botte Co 102,903$6,400,0004.79%
HighMark Wealth Management LLC 82,196$5,106,0004.39%
Fortis Advisors, LLC 70,374$4,377,0003.86%
Windsor Wealth Management, Inc. 243,160$15,122,0003.85%
View complete list of ISHARES TR shareholders