MinichMacGregor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 404 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
MinichMacGregor Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,221,902
-6.1%
27,023
-4.8%
3.05%
-0.4%
Q2 2023$9,821,456
+49054.0%
28,393
+36301.3%
3.07%
+43714.3%
Q4 2022$19,981
-99.8%
78
-99.7%
0.01%
-99.8%
Q4 2021$10,968,000
-34.7%
27,582
-34.4%
3.34%
-40.9%
Q3 2021$16,790,000
+19.5%
42,066
+16.7%
5.65%
+14.7%
Q2 2021$14,056,000
+1.8%
36,038
-10.8%
4.93%
-4.5%
Q1 2021$13,801,000
-1.9%
40,424
+1.7%
5.16%
-10.0%
Q4 2020$14,070,000
+16.5%
39,736
+2.4%
5.73%
+0.6%
Q3 2020$12,074,000
+19.3%
38,810
+9.0%
5.70%
+1.8%
Q2 2020$10,119,000
+79.9%
35,602
+47.5%
5.60%
+78.8%
Q4 2019$5,624,000
+12.5%
24,135
+2.2%
3.13%
-7.4%
Q3 2019$5,001,000
-33.2%
23,607
-30.1%
3.38%
-35.3%
Q2 2019$7,487,000
+4.2%
33,753
+0.4%
5.23%
-3.0%
Q1 2019$7,183,000
+51.5%
33,614
+45.0%
5.40%
+72.6%
Q3 2018$4,740,000
+18.4%
23,190
+7.6%
3.13%
+9.7%
Q2 2018$4,004,000
+12.1%
21,547
+2.3%
2.85%
+2.4%
Q1 2018$3,573,000
-31.1%
21,058
-37.2%
2.78%
-31.2%
Q4 2017$5,184,000
+0.8%
33,541
-4.6%
4.05%
-5.1%
Q3 2017$5,143,000
+11.6%
35,169
+4.3%
4.26%
+6.6%
Q2 2017$4,610,000
+12.6%
33,711
+4.1%
4.00%
+8.5%
Q1 2017$4,094,000
+18.8%
32,376
+2.2%
3.69%
+14.4%
Q4 2016$3,446,000
+8.9%
31,666
+13.6%
3.22%
+8.6%
Q3 2016$3,164,000
+10.6%
27,873
+2.4%
2.97%
+9.9%
Q2 2016$2,861,000
+5.1%
27,208
+0.6%
2.70%
+2.7%
Q1 2016$2,723,00027,0532.63%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders