Wellspring Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$399,683
+10.8%
8,495
+1.9%
0.10%
-5.7%
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 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,412,847$59,282,9538.33%
Heartland Bank & Trust Co 130,920$6,146,6944.80%
Forefront Analytics, LLC 151,016$7,090,0464.04%
Independent Order of Foresters 82,790$3,886,9912.67%
Waldron Private Wealth LLC 756,459$35,5151.77%
FORTE ASSET MANAGEMENT LLC 50,450$2,368,6131.54%
FSM Wealth Advisors, LLC 57,815$2,717,3221.36%
Beta Wealth Group, Inc. 43,797$2,056,2631.19%
Money Design Co.,Ltd. 416,580$19,5581.16%
Israel Discount Bank of New York 27,439$1,288,2611.02%
View complete list of ISHARES TR shareholders