Source Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 141 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.31 and the average weighting 0.6%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,576,603
+79.8%
33,445
+96.6%
0.53%
+84.7%
Q2 2023$876,772
+129.1%
17,008
+132.9%
0.29%
+125.0%
Q1 2023$382,658
-8.8%
7,304
-13.3%
0.13%
-19.0%
Q4 2022$419,5488,4260.16%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
NYL Investors LLC 414,200$23,999,00013.36%
AGILIS PARTNERS LLC 55,485$3,215,0002.97%
NorthCoast Asset Management LLC 110,073$6,378,0000.61%
CONNING INC. 299,017$17,325,0000.53%
ASSETMARK, INC 560,146$32,455,0000.32%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 319,099$18,489,0000.19%
BerganKDV Wealth Management, LLC 11,031$639,0000.14%
KEYBANK NATIONAL ASSOCIATION/OH 419,800$24,323,0000.14%
Legacy Financial Advisors, Inc. 4,712$279,0000.11%
Virtu Financial LLC 35,378$2,050,0000.09%
View complete list of ISHARES TR shareholders