Walkner Condon Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 111 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Walkner Condon Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$471,377
-3.2%
8,478
+0.0%
0.12%
-3.1%
Q2 2023$486,777
-12.6%
8,476
-13.9%
0.13%
-17.3%
Q1 2023$557,158
+12.3%
9,849
+6.6%
0.16%
+5.4%
Q4 2022$495,964
+19.5%
9,241
+6.7%
0.15%
+10.4%
Q3 2022$415,000
-8.2%
8,663
-0.3%
0.13%
-5.0%
Q2 2022$452,000
-99.9%
8,6890.0%0.14%
-6.0%
Q1 2022$529,000,000
-13.4%
8,689
-9.2%
0.15%
-62.3%
Q4 2021$611,000,000
+85354.5%
9,571
-10.3%
0.40%
+13.1%
Q3 2021$715,000
+10.5%
10,671
+9.6%
0.35%
+48.5%
Q2 2021$647,000
+96.7%
9,737
+97.2%
0.24%
+85.2%
Q1 2021$329,000
+13.8%
4,938
+9.9%
0.13%
+2.4%
Q4 2020$289,0004,4920.12%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Blue Trust, Inc. 4,819,677$276,7944.22%
Municipal Employees' Retirement System of Michigan 4,476,690$248,9043.46%
Elm Partners Management LLC 549,219$30,536,5663.16%
Mandatum Life Insurance Co Ltd 102,145$5,679,2622.37%
Integris Wealth Management, LLC 90,451$5,029,0761.65%
Financial Gravity Asset Management, Inc. 558,350$137,143,8111.51%
Columbus Macro, LLC 56,496$3,141,1771.32%
Blue Edge Capital, LLC 109,703$6,099,4871.28%
Millington Financial Advisors, LLC 25,228$1,402,6881.26%
Smithfield Trust Co 313,500$17,4241.07%
View complete list of ISHARES TR shareholders