Financial Gravity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 113 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$137,143,811
+10500957.5%
558,350
+2356.1%
1.51%
+37675.0%
Q2 2023$1,306
+11.0%
22,733
+8.6%
0.00%
-88.9%
Q1 2023$1,177
+178.9%
20,926
+165.9%
0.04%
+1700.0%
Q4 2022$422
-99.9%
7,871
+0.4%
0.00%
-84.6%
Q3 2022$376,000
-55.3%
7,837
-51.9%
0.01%
-50.0%
Q2 2022$842,000
+76.9%
16,309
+106.5%
0.03%
+100.0%
Q1 2022$476,000
-15.8%
7,898
-14.4%
0.01%0.0%
Q4 2021$565,000
-8.0%
9,227
+0.6%
0.01%
-95.5%
Q3 2021$614,000
-34.1%
9,171
-34.7%
0.29%
-13.5%
Q2 2021$932,000
+4.8%
14,048
+5.2%
0.33%
+1755.6%
Q1 2021$889,000
+28.1%
13,357
+23.9%
0.02%
-97.2%
Q4 2020$694,000
+33.2%
10,778
-2.9%
0.64%
+31650.0%
Q1 2020$521,00011,1030.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
BRANDYWINE OAK PRIVATE WEALTH LLC 321,837$16,757,0003.77%
Tolleson Wealth Management, Inc. 115,581$5,851,0003.44%
ERTS Wealth Advisors, LLC 53,814$2,724,0001.95%
TPG Financial Advisors, LLC 30,427$1,540,0001.67%
Barber Financial Group, Inc. 114,901$5,816,0001.25%
Wealthquest Corp 56,652$2,867,0001.18%
ASSETMARK, INC 2,174,554$110,076,0001.06%
THRIVENT FINANCIAL FOR LUTHERANS 4,866,099$286,419,0001.03%
VALENTINE VENTURES LLC 15,865$803,0001.00%
MACROVIEW INVESTMENT MANAGEMENT LLC 5,127$260,0000.83%
View complete list of ISHARES TR shareholders