IEQ CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 395 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$227,987
-1.3%
6680.0%0.01%0.0%
Q2 2023$231,094
-22.0%
668
-31.3%
0.01%
-28.6%
Q1 2023$296,192
-96.8%
972
-97.3%
0.01%
-97.2%
Q3 2022$9,145,000
+533.3%
36,560
+582.6%
0.25%
+470.5%
Q2 2022$1,444,000
-87.3%
5,356
-83.8%
0.04%
-83.8%
Q1 2022$11,389,000
+2453.6%
33,018
+2842.8%
0.27%
+2610.0%
Q4 2021$446,000
+85.8%
1,122
+86.4%
0.01%
+66.7%
Q3 2021$240,000
+2.1%
6020.0%0.01%
-14.3%
Q2 2021$235,0006020.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders