Monterey Private Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 186 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 5.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$241,000
-22.8%
5,300
-21.0%
0.14%
-19.8%
Q1 2021$312,000
-18.1%
6,709
-23.1%
0.17%
-21.8%
Q4 2020$381,000
-29.4%
8,727
-37.6%
0.22%
-36.6%
Q3 2020$540,000
-58.2%
13,989
-58.5%
0.35%
-62.3%
Q2 2020$1,292,000
-30.0%
33,740
-37.5%
0.92%
-41.5%
Q1 2020$1,845,000
-27.8%
54,019
+1.3%
1.57%
-23.3%
Q4 2019$2,556,00053,3482.05%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,438,717$62,096,00011.38%
Forefront Analytics, LLC 306,728$15,602,0005.79%
SVB Investment Services Inc. 118,424$6,023,0003.74%
Independent Order of Foresters 87,944$4,473,0002.62%
HANCOCK WHITNEY INVESTMENT SERVICES INC. 88,541$4,503,0002.60%
Joseph Group Capital Management 44,232$2,250,0002.27%
BG Investment Services, Inc. 44,859$2,282,0002.23%
FIRST QUADRANT LLC/CA 6,859$349,0001.94%
Aaron Wealth Advisors LLC 6,094,452$119,828,0001.66%
CAPITAL INSIGHT PARTNERS, LLC 138,088$7,023,0001.43%
View complete list of ISHARES TR shareholders