1900 WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 137 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
1900 WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$464,887
-31.3%
9,290
-29.3%
0.04%
-30.6%
Q1 2024$677,058
-49.3%
13,144
-48.2%
0.06%
-49.6%
Q4 2023$1,336,516
-38.6%
25,366
-45.1%
0.12%
-43.3%
Q3 2023$2,178,333
-27.0%
46,210
-20.2%
0.22%
-29.3%
Q2 2023$2,984,071
-41.5%
57,887
-43.0%
0.31%
-44.0%
Q1 2023$5,097,955
-18.7%
101,519
-19.4%
0.55%
-19.4%
Q4 2022$6,269,436
+1.9%
125,917
-1.3%
0.68%
-5.4%
Q3 2022$6,152,000
+122.1%
127,566
+145.5%
0.72%
+138.1%
Q2 2022$2,770,000
-50.1%
51,962
-42.5%
0.30%
-42.8%
Q1 2022$5,552,000
-41.7%
90,396
-34.0%
0.53%
-38.7%
Q4 2021$9,529,000
+116.6%
137,011
+115.8%
0.86%
+101.9%
Q3 2021$4,399,000
+11.7%
63,485
+13.2%
0.43%
+13.3%
Q2 2021$3,938,000
-19.0%
56,092
-23.1%
0.38%
+2.4%
Q1 2021$4,863,000
+132.3%
72,947
+154.5%
0.37%
+50.8%
Q4 2020$2,093,00028,6590.24%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
AGILIS PARTNERS LLC 994,131$22,335,9156.80%
Allianz Investment Management U.S. LLC 1,622,000$81,148,6605.25%
Tennessee Valley Asset Management Partners 738,482$36,953,6763.80%
Destiny Capital Corp/CO 106,121$5,310,3033.63%
Carolina Wealth Advisors, LLC 131,194$6,564,9573.22%
Eley Financial Management, Inc 131,002$6,555,3402.78%
RiverFront Investment Group, LLC 1,581,003$79,1132.11%
Pinnacle Family Advisors, LLC 75,115$3,758,7312.08%
Klaas Financial Asset Advisors, LLC 203,055$10,160,8921.86%
WESPAC Advisors SoCal, LLC 120,486$6,029,1191.51%
View complete list of ISHARES TR shareholders