Annapolis Financial Services, 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
Annapolis Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,208,294
-1.9%
6,471
-0.5%
0.64%
-0.5%
Q2 2023$2,250,145
+13.5%
6,5050.0%0.64%
+6.7%
Q1 2023$1,982,074
+17.3%
6,505
-1.5%
0.60%
+9.7%
Q4 2022$1,690,401
-3.2%
6,607
-5.4%
0.55%
-14.5%
Q3 2022$1,747,000
-8.9%
6,983
-1.8%
0.64%
-7.9%
Q2 2022$1,917,000
-21.9%
7,1110.0%0.70%
-12.8%
Q1 2022$2,453,000
-13.3%
7,1110.0%0.80%
-9.2%
Q4 2021$2,828,000
-0.4%
7,1110.0%0.88%
-6.7%
Q3 2021$2,838,000
+2.3%
7,1110.0%0.94%
+1.3%
Q2 2021$2,774,000
+13.1%
7,111
-1.0%
0.93%
+3.6%
Q1 2021$2,453,000
-3.6%
7,1840.0%0.90%
-9.2%
Q4 2020$2,544,0007,1840.99%
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