Altus Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 408 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.3%.

Quarter-by-quarter ownership
Altus Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,203,442
+2.0%
18,178
+3.4%
4.31%
-10.2%
Q2 2023$6,081,116
+12.3%
17,580
-1.1%
4.80%
+7.1%
Q1 2023$5,415,749
+54362.5%
17,774
-54.3%
4.48%
-48.9%
Q4 2022$9,944
-99.9%
38,867
-5.4%
8.76%
-0.4%
Q3 2022$10,273,000
-6.7%
41,072
+0.6%
8.80%
+2.8%
Q2 2022$11,006,000
-20.4%
40,822
+1.9%
8.56%
-10.0%
Q1 2022$13,824,000
-30.9%
40,077
-20.3%
9.52%
-20.1%
Q4 2021$19,993,000
+0.8%
50,277
+1.2%
11.90%
-5.2%
Q3 2021$19,836,000
+8.5%
49,697
+6.1%
12.56%
+6.7%
Q2 2021$18,277,000
+15.6%
46,859
+1.2%
11.77%
+4.9%
Q1 2021$15,815,000
-17.1%
46,321
-14.0%
11.22%
-24.2%
Q4 2020$19,075,000
+9.1%
53,870
-4.1%
14.80%
-7.9%
Q3 2020$17,476,000
+15.9%
56,171
+5.8%
16.07%
-4.4%
Q2 2020$15,085,000
+37.2%
53,070
+1.5%
16.81%
+7.0%
Q1 2020$10,991,000
+84.0%
52,265
+103.9%
15.71%
+168.7%
Q4 2019$5,974,00025,6355.85%
Other shareholders
ISHARES TR shareholders Q3 2023
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