IFG Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 374 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
IFG Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$626,196
+70.9%
5,909
+85.6%
0.05%
+55.9%
Q1 2023$366,447
-1.8%
3,184
-19.4%
0.03%
-34.6%
Q4 2020$373,000
-50.7%
3,948
-17.4%
0.05%
-57.7%
Q3 2020$757,000
-36.9%
4,779
-34.4%
0.12%
-43.1%
Q2 2020$1,199,000
+2.4%
7,284
-10.5%
0.22%
-17.2%
Q1 2020$1,171,000
-39.6%
8,140
-6.7%
0.26%
-26.3%
Q4 2019$1,938,000
+0.8%
8,727
+2.0%
0.35%
-5.1%
Q3 2019$1,923,000
+0.7%
8,560
-4.0%
0.37%
+10.0%
Q2 2019$1,909,000
-0.8%
8,914
-7.6%
0.34%
-7.9%
Q1 2019$1,924,000
+26.2%
9,644
+9.4%
0.37%
+2.5%
Q4 2018$1,524,000
-18.5%
8,818
+2.0%
0.36%
+2.0%
Q3 2018$1,871,000
+11.2%
8,649
-1.1%
0.35%
+1.7%
Q2 2018$1,683,000
+7.3%
8,744
+10.3%
0.35%
-0.9%
Q1 2018$1,569,000
+6.9%
7,929
+1.6%
0.35%
+5.4%
Q4 2017$1,468,0007,8060.33%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders