Journey Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Journey Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$290,071
-1.3%
8500.0%0.04%
-2.3%
Q2 2023$294,024
+13.5%
8500.0%0.04%
+7.3%
Q1 2023$258,995
+1.2%
850
-15.0%
0.04%
-35.9%
Q4 2022$255,850
+2.3%
1,0000.0%0.06%0.0%
Q3 2022$250,000
-15.3%
1,0000.0%0.06%
-5.9%
Q2 2022$295,000
-16.7%
1,000
-2.5%
0.07%
-24.4%
Q1 2022$354,000
-13.2%
1,0260.0%0.09%
-20.4%
Q4 2021$408,000
-0.5%
1,0260.0%0.11%
-15.0%
Q3 2021$410,000
+5.1%
1,026
+2.6%
0.13%
+7.3%
Q2 2021$390,000
+14.4%
1,0000.0%0.12%
+4.2%
Q1 2021$341,000
-3.7%
1,0000.0%0.12%
-9.8%
Q4 2020$354,0001,0000.13%
Other shareholders
ISHARES TR shareholders Q4 2023
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