Keebeck Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 236 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Keebeck Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,394,022
-8.9%
101,502
-1.2%
0.76%
+15.4%
Q2 2023$4,822,094
-1.5%
102,707
+0.1%
0.66%
-16.0%
Q1 2023$4,895,976
+6.6%
102,641
+2.4%
0.79%
-2.2%
Q4 2022$4,594,727
+11.9%
100,234
+2.1%
0.81%
+2.0%
Q3 2022$4,106,000
-5.3%
98,166
+5.8%
0.79%
-4.6%
Q2 2022$4,338,000
-8.1%
92,8000.0%0.83%
+6.0%
Q1 2022$4,720,000
+6.9%
92,8000.0%0.78%
-0.8%
Q4 2021$4,416,000
+3.7%
92,8000.0%0.79%
-6.2%
Q3 2021$4,260,000
+1.2%
92,8000.0%0.84%
+38.4%
Q2 2021$4,211,000
+0.7%
92,8000.0%0.61%
-6.6%
Q1 2021$4,182,000
+3.1%
92,8000.0%0.65%
-7.9%
Q4 2020$4,056,000
+13.3%
92,8000.0%0.71%
-4.5%
Q3 2020$3,580,000
+0.8%
92,8000.0%0.74%
-34.3%
Q2 2020$3,553,000
+12.1%
92,8000.0%1.12%
-14.7%
Q1 2020$3,169,000
-28.7%
92,8000.0%1.32%
-6.5%
Q4 2019$4,446,00092,8001.41%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,622,507$55,892,6228.22%
Heartland Bank & Trust Co 146,212$6,329,5185.00%
Forefront Analytics, LLC 145,421$6,295,1383.57%
Independent Order of Foresters 82,790$3,583,9792.56%
Waldron Private Wealth LLC 710,307$30,7491.60%
FSM Wealth Advisors, LLC 72,426$3,135,3371.58%
Stelac Advisory Services LLC 51,927$2,254,7191.23%
FORTE ASSET MANAGEMENT LLC 40,643$1,759,4221.18%
Money Design Co.,Ltd. 444,719$19,2521.17%
Beta Wealth Group, Inc. 42,808$1,853,1451.10%
View complete list of ISHARES TR shareholders