Broadview Financial Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 118 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Broadview Financial Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$811,000
-22.4%
17,461
-16.0%
0.60%
-19.3%
Q4 2021$1,045,000
+77.4%
20,786
+81.3%
0.74%
+63.7%
Q3 2021$589,000
-17.0%
11,467
-15.7%
0.46%
-15.0%
Q2 2021$710,000
-26.3%
13,598
-26.7%
0.54%
-28.5%
Q1 2021$963,000
-7.0%
18,546
-0.4%
0.75%
-5.8%
Q4 2020$1,036,000
+12.5%
18,620
+6.8%
0.79%
+2.3%
Q3 2020$921,000
-13.7%
17,428
-16.9%
0.78%
-9.1%
Q2 2020$1,067,000
+3.2%
20,9670.0%0.85%
-7.6%
Q1 2020$1,034,000
-22.4%
20,967
-21.0%
0.92%
-0.3%
Q4 2019$1,332,000
-0.4%
26,547
+0.2%
0.93%
-6.6%
Q3 2019$1,337,000
-5.6%
26,488
-4.9%
0.99%
-6.8%
Q2 2019$1,417,000
-6.9%
27,867
-10.2%
1.07%
-10.1%
Q1 2019$1,522,000
-14.7%
31,032
-15.7%
1.19%
-25.3%
Q4 2018$1,785,000
+187.9%
36,830
+185.9%
1.59%
+184.9%
Q3 2018$620,000
-2.2%
12,8830.0%0.56%
-10.0%
Q2 2018$634,000
-15.8%
12,883
-11.7%
0.62%
-16.8%
Q1 2018$753,000
+2.3%
14,594
-1.0%
0.74%
+4.2%
Q4 2017$736,00014,7340.71%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Wilshire Advisors LLC 118,294$5,826,0005.16%
FormulaFolio Investments, LLC 1,070,480$52,721,0004.04%
LEUTHOLD GROUP, LLC 457,054$22,510,0002.27%
Checchi Capital Advisers, LLC 351,596$17,316,0001.75%
Family Firm, Inc. 84,934$4,183,0001.74%
Financial Advisors Network, Inc. 41,203$2,029,0001.61%
Brookstone Capital Management 209,352$10,311,0000.93%
Compagnie Lombard Odier SCmA 509,461$25,091,0000.89%
VICUS CAPITAL 88,401$4,354,0000.84%
Personal Capital Advisors Corp 658,732$32,443,0000.63%
View complete list of ISHARES TR shareholders