Source Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 404 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,336,000
-17.8%
3,874
-5.3%
0.39%
-10.5%
Q4 2021$1,626,000
-0.7%
4,090
-0.3%
0.44%
+3.3%
Q3 2021$1,637,000
+1.0%
4,102
-1.3%
0.42%
+1.9%
Q2 2021$1,621,000
+19.7%
4,157
+4.8%
0.42%
+15.5%
Q1 2021$1,354,000
-7.6%
3,966
-4.2%
0.36%
-8.8%
Q4 2020$1,466,0004,1390.40%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders