SWS Partners - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 123 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SWS Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206,256
-6.1%
5,5490.0%0.08%
-3.8%
Q2 2023$219,685
+0.0%
5,549
+1.6%
0.08%
-3.7%
Q1 2023$219,627
+4.6%
5,462
-4.7%
0.08%
-15.5%
Q3 2022$210,000
-18.3%
5,733
+24.3%
0.10%
-15.7%
Q4 2020$257,000
+4.9%
4,614
-0.3%
0.12%
-6.5%
Q3 2020$245,000
+7.9%
4,629
+0.4%
0.12%
-24.1%
Q1 2020$227,000
-11.0%
4,610
-9.7%
0.16%
+7.3%
Q3 2019$255,000
-1.5%
5,105
+0.0%
0.15%
-8.5%
Q2 2019$259,000
-4.1%
5,103
-8.4%
0.16%
-19.5%
Q4 2018$270,000
-12.1%
5,570
-12.5%
0.20%
+5.1%
Q3 2018$307,000
-0.3%
6,367
+1.6%
0.20%
-9.7%
Q2 2018$308,000
+7.7%
6,265
+13.5%
0.22%
+2.4%
Q1 2018$286,000
+28.8%
5,522
+23.9%
0.21%
+26.3%
Q4 2017$222,0004,4560.17%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Wilshire Advisors LLC 100,183$5,144,00013.70%
Perella Weinberg Partners Capital Management LP 829,268$42,583,0006.48%
Checchi Capital Advisers, LLC 827,527$42,494,0004.21%
Inscription Capital, LLC 242,085$12,431,0003.90%
LEUTHOLD GROUP, LLC 392,144$20,137,0002.47%
Money Design Co.,Ltd. 455,703$23,400,0001.93%
Omega Financial Group, LLC 74,410$3,821,0001.82%
Financial Advisors Network, Inc. 154,051$7,864,0001.81%
Family Firm, Inc. 121,688$6,244,0001.64%
Financial Engines Advisors L.L.C. 10,316,051$529,729,0001.56%
View complete list of ISHARES TR shareholders