Wellspring Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 281 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - 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 Q2 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,553,925$38,071,00011.64%
MD Financial Management Inc. 3,080,836$118,859,0004.80%
Forefront Analytics, LLC 199,104$7,676,0003.58%
Independent Order of Foresters 103,123$3,978,0002.69%
FIRST MERCANTILE TRUST CO 385,191$16,301,0001.96%
Capstone Financial Advisors, Inc. 407,396$15,717,0001.66%
SVB Investment Services Inc. 44,212$1,706,0001.45%
Berkshire Bank 129,715$5,005,0001.33%
Money Design Co.,Ltd. 245,934$9,488,0001.14%
CAPITAL INSIGHT PARTNERS, LLC 99,109$3,824,0001.08%
View complete list of ISHARES TR shareholders