Wellspring Financial Advisors, 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
Wellspring Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$360,793
-7.8%
8,334
-0.0%
0.10%
-5.4%
Q2 2023$391,348
-55.5%
8,335
-54.8%
0.11%
-57.5%
Q1 2023$879,779
-49.7%
18,444
-51.6%
0.26%
-55.1%
Q4 2022$1,747,473
+1080.7%
38,121
+1210.0%
0.58%
+1220.5%
Q1 2022$148,000
-75.5%
2,910
-83.5%
0.04%
-84.9%
Q1 2021$604,0000.0%17,6770.0%0.29%0.0%
Q1 2020$604,00017,6770.29%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,418,430$57,929,0258.64%
Heartland Bank & Trust Co 155,410$7,413,0575.60%
Forefront Analytics, LLC 172,832$8,244,0924.25%
Independent Order of Foresters 82,790$3,949,0832.92%
Waldron Private Wealth LLC 795,391$37,9401.85%
FORTE ASSET MANAGEMENT LLC 56,637$2,701,5651.78%
Beta Wealth Group, Inc. 50,599$2,413,6181.38%
Stelac Advisory Services LLC 63,627$3,035,0081.32%
FSM Wealth Advisors, LLC 44,100$2,103,5511.22%
First Capital Advisors Group, LLC. 63,960$3,050,9400.98%
View complete list of ISHARES TR shareholders