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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q1 2021
NameSharesValueWeighting ↓
Sage Advisory Services, Ltd.Co. 1,158,247$56,673,0005.43%
Wilshire Advisors LLC 89,765$4,402,0004.13%
Checchi Capital Advisers, LLC 601,581$29,502,0003.45%
LEUTHOLD GROUP, LLC 473,428$23,217,0003.12%
Voya Financial Advisors, Inc. 830,068$40,657,0002.36%
SigFig Wealth Management, LLC 197,683$9,694,0001.72%
Family Firm, Inc. 95,956$4,706,0001.71%
FDx Advisors, Inc. 828,035$40,607,0001.65%
Compagnie Lombard Odier SCmA 644,732$31,618,0001.30%
Broadview Financial Management, LLC 31,032$1,522,0001.19%
View complete list of ISHARES TR shareholders