Wellspring Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 258 filers reported holding ISHARES TR in Q3 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
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 Q3 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,622,507$55,892,6228.22%
Heartland Bank & Trust Co 146,212$6,329,5185.00%
Forefront Analytics, LLC 145,421$6,295,1383.57%
Independent Order of Foresters 82,790$3,583,9792.56%
Waldron Private Wealth LLC 710,307$30,7491.60%
FSM Wealth Advisors, LLC 72,426$3,135,3371.58%
Stelac Advisory Services LLC 51,927$2,254,7191.23%
FORTE ASSET MANAGEMENT LLC 40,643$1,759,4221.18%
Money Design Co.,Ltd. 444,719$19,2521.17%
Beta Wealth Group, Inc. 42,808$1,853,1451.10%
View complete list of ISHARES TR shareholders