Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 258 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$315,656
-8.5%
7,292
-0.7%
0.02%
-8.0%
Q2 2023$344,884
-8.4%
7,346
-7.0%
0.02%
-7.4%
Q1 2023$376,636
+4.3%
7,896
+0.3%
0.03%0.0%
Q4 2022$361,026
+7.8%
7,876
-1.8%
0.03%
-3.6%
Q3 2022$335,000
-44.3%
8,020
-37.6%
0.03%
-42.9%
Q2 2022$601,000
-10.3%
12,859
-2.4%
0.05%
+11.4%
Q1 2022$670,000
+3.4%
13,171
-3.3%
0.04%
+7.3%
Q4 2021$648,000
-0.3%
13,626
-3.8%
0.04%
-6.8%
Q3 2021$650,000
-3.0%
14,168
-4.0%
0.04%
-2.2%
Q2 2021$670,000
+0.8%
14,761
+0.1%
0.04%
-4.3%
Q1 2021$665,000
-2.3%
14,749
-5.4%
0.05%0.0%
Q4 2020$681,000
+8.3%
15,590
-4.3%
0.05%
-13.0%
Q3 2020$629,000
-27.3%
16,291
-27.8%
0.05%
-34.1%
Q2 2020$865,000
+6.7%
22,579
-5.0%
0.08%
-29.3%
Q1 2020$811,000
-31.3%
23,760
-3.5%
0.12%
-7.9%
Q4 2019$1,180,000
-22.1%
24,632
-24.4%
0.13%
-27.2%
Q3 2019$1,514,000
-1.9%
32,584
-2.4%
0.17%
-3.4%
Q2 2019$1,543,000
+16.0%
33,389
+12.5%
0.18%
+8.5%
Q1 2019$1,330,000
+21.0%
29,686
+6.4%
0.16%
+10.0%
Q4 2018$1,099,000
+42.4%
27,910
+52.3%
0.15%
+74.4%
Q3 2018$772,000
-1.2%
18,326
+0.4%
0.09%
-9.5%
Q2 2018$781,000
+16.4%
18,244
+16.5%
0.10%
+9.2%
Q1 2018$671,000
+2.8%
15,662
+8.5%
0.09%
-2.2%
Q4 2017$653,00014,4380.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,318,356$44,429,00011.16%
MD Financial Management Inc. 3,221,865$140,828,0004.45%
Forefront Analytics, LLC 189,687$8,296,0003.60%
Independent Order of Foresters 103,123$4,508,0002.65%
Money Design Co.,Ltd. 354,882$15,554,0001.78%
Tacita Capital Inc 60,230$2,633,0001.73%
Capstone Financial Advisors, Inc. 413,473$18,073,0001.72%
FIRST MERCANTILE TRUST CO 324,762$14,195,0001.61%
SVB Investment Services Inc. 46,905$2,050,0001.59%
Curi Wealth Management, LLC 40,785$1,782,0001.29%
View complete list of ISHARES TR shareholders