VisionPoint Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 271 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.

Quarter-by-quarter ownership
VisionPoint Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$914,187
+4.1%
9,081
+4.0%
0.39%
+9.2%
Q2 2023$878,396
+56.0%
8,729
+55.4%
0.36%
+44.8%
Q1 2023$563,104
+95.4%
5,617
+95.4%
0.25%
+108.4%
Q4 2022$288,1902,8750.12%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
SVB WEALTH LLC 5,112,274$511,355,0006.48%
Ironwood Wealth Management, LLC. 110,229$11,026,0006.36%
Relative Value Partners Group, LLC 342,751$34,284,0002.67%
LINCOLN CAPITAL CORP 44,458$4,447,0002.54%
WOODMONT INVESTMENT COUNSEL LLC 50,390$5,040,0000.79%
Laurel Wealth Advisors LLC 29,624$2,963,0000.64%
Klaas Financial Asset Advisors, LLC 10,046$1,005,0000.25%
First National Bank of South Miami 2,460$246,0000.17%
OPPENHEIMER ASSET MANAGEMENT INC. 114,706$11,473,0000.16%
Eudaimonia Partners, LLC 7,520$752,0000.14%
View complete list of ISHARES TR shareholders