Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 133 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$41,000
-29.3%
855
-20.9%
0.02%
-14.3%
Q2 2022$58,000
+176.2%
1,081
+223.7%
0.02%
+162.5%
Q1 2022$21,000
-8.7%
3340.0%0.01%
-11.1%
Q4 2021$23,0000.0%3340.0%0.01%
-25.0%
Q3 2021$23,0000.0%3340.0%0.01%
-33.3%
Q2 2021$23,000
+4.5%
3340.0%0.02%
-10.0%
Q1 2021$22,000
-8.3%
3340.0%0.02%
+33.3%
Q4 2020$24,0000.0%3340.0%0.02%
-21.1%
Q3 2020$24,000
+4.3%
3340.0%0.02%0.0%
Q2 2020$23,0003340.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 720,506$44,253,00021.91%
Allianz Investment Management U.S. LLC 1,470,000$90,302,0007.22%
NYL Investors LLC 755,000$46,372,0006.38%
Fund Evaluation Group, LLC 4,064$73,396,0005.08%
AGILIS PARTNERS LLC 159,101$9,772,0004.88%
Mid-American Wealth Advisory Group, Inc. 77,048$4,732,0003.70%
Carolina Wealth Advisors, LLC 63,397$3,894,0002.46%
PRUDENTIAL PLC 1,884,761$115,762,0001.67%
Copperleaf Capital, LLC 29,061$1,785,0001.58%
ShoreHaven Wealth Partners, LLC 47,718$2,930,0001.55%
View complete list of ISHARES TR shareholders