Running Point Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 374 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
Running Point Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$98,624
-1.3%
2890.0%0.06%
+1.8%
Q2 2023$99,968
+13.5%
2890.0%0.06%
+5.7%
Q1 2023$88,058
+19.1%
2890.0%0.05%
+17.8%
Q4 2022$73,941
+2.7%
2890.0%0.04%
-6.2%
Q3 2022$72,000
-7.7%
2890.0%0.05%
-4.0%
Q2 2022$78,000
-22.0%
2890.0%0.05%
-15.3%
Q1 2022$100,000
-13.0%
2890.0%0.06%
-14.5%
Q4 2021$115,0000.0%2890.0%0.07%
+35.3%
Q3 2021$115,000
+1.8%
2890.0%0.05%0.0%
Q2 2021$113,000
+14.1%
2890.0%0.05%
-7.3%
Q1 2021$99,000
-2.9%
2890.0%0.06%
-8.3%
Q4 2020$102,0002890.06%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders