COLUMBIA ADVISORY PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 375 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.72 and the average weighting 0.3%.

Quarter-by-quarter ownership
COLUMBIA ADVISORY PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$910,181
-11.5%
3,557
-13.5%
0.87%
-30.9%
Q3 2022$1,029,000
-8.8%
4,114
-1.6%
1.26%
-2.9%
Q2 2022$1,128,000
-32.1%
4,183
-13.1%
1.29%
-22.4%
Q1 2022$1,661,000
-13.7%
4,816
-0.5%
1.67%
-13.2%
Q4 2021$1,925,0004,8401.92%
Other shareholders
ISHARES TR shareholders Q4 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