Tempus Wealth Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
Tempus Wealth Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$429,293
-1.1%
1,258
+0.2%
0.22%
+9.7%
Q2 2023$434,105
+11.1%
1,255
-2.1%
0.20%
+2.6%
Q1 2023$390,612
+42.7%
1,282
+19.8%
0.19%
+15.1%
Q4 2022$273,760
-7.8%
1,070
-10.0%
0.17%
-16.2%
Q3 2022$297,000
-9.5%
1,189
-2.4%
0.20%
-26.7%
Q2 2022$328,000
+12.7%
1,218
+44.3%
0.27%
+30.4%
Q1 2022$291,000
-28.1%
844
-17.2%
0.21%
-5.0%
Q4 2021$405,000
-6.7%
1,019
-6.3%
0.22%
-11.4%
Q3 2021$434,000
+0.5%
1,087
-1.9%
0.25%
-14.3%
Q2 2021$432,000
+30.1%
1,108
+14.0%
0.29%
-18.2%
Q1 2021$332,000
+11.4%
972
+15.4%
0.35%
-8.6%
Q4 2020$298,000
+29.6%
842
+13.9%
0.38%
+15.3%
Q3 2020$230,000
+10.0%
739
+0.4%
0.33%
+6.7%
Q2 2020$209,000
-64.2%
736
-70.6%
0.31%
-39.4%
Q4 2019$584,0002,5060.52%
Other shareholders
ISHARES TR shareholders Q1 2022
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