FOCUS Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 154 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
FOCUS Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,858,000
-12.6%
30,250
-1.0%
1.11%
-13.0%
Q4 2021$2,126,000
+2.8%
30,566
+2.4%
1.27%
-9.2%
Q3 2021$2,068,000
+0.6%
29,846
+2.0%
1.40%
-2.1%
Q2 2021$2,055,000
+5.7%
29,273
+1.4%
1.43%
-0.1%
Q1 2021$1,944,000
-6.3%
28,882
+1.6%
1.43%
-10.6%
Q4 2020$2,075,00028,4201.60%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 1,214,973$81,002,00043.65%
NYL Investors LLC 631,600$42,109,0005.38%
Allianz Investment Management U.S. LLC 1,470,000$98,005,0004.79%
AGILIS PARTNERS LLC 122,007$8,134,0003.70%
Carolina Wealth Advisors, LLC 50,275$3,352,0002.45%
Copperleaf Capital, LLC 29,100$1,940,0002.07%
Spectrum Planning & Advisory Services Inc. 26,698$1,780,0001.83%
Lineweaver Wealth Advisors, LLC 75,600$5,040,0001.79%
Cardinal Strategic Wealth Guidance 41,281$2,752,0001.61%
VIVID FINANCIAL MANAGEMENT, INC. 46,981$3,132,0001.44%
View complete list of ISHARES TR shareholders