MAGNOLIA CAPITAL ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 387 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
MAGNOLIA CAPITAL ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$284,684
+13.5%
8230.0%0.14%
+10.9%
Q1 2023$250,768
+118747.4%
8230.0%0.13%
-7.9%
Q4 2022$211
-99.9%
8230.0%0.14%
-19.5%
Q3 2022$206,000
-6.8%
8230.0%0.17%
-13.4%
Q2 2022$221,000
-22.2%
8230.0%0.20%
+81.1%
Q1 2022$284,000
-13.1%
8230.0%0.11%
+15.6%
Q4 2021$327,0008230.10%
Other shareholders
ISHARES TR shareholders Q2 2022
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