Kowal Investment Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 263 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kowal Investment Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,723,431
-32.0%
35,965
-32.4%
0.34%
-37.2%
Q1 2024$2,535,277
+1.4%
53,240
+0.2%
0.55%
-6.2%
Q4 2023$2,500,736
+203.4%
53,151
+179.2%
0.58%
+163.1%
Q3 2023$824,148
+44.5%
19,038
+56.7%
0.22%
+45.1%
Q2 2023$570,38812,1490.15%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,553,925$38,071,00011.64%
MD Financial Management Inc. 3,080,836$118,859,0004.80%
Forefront Analytics, LLC 199,104$7,676,0003.58%
Independent Order of Foresters 103,123$3,978,0002.69%
FIRST MERCANTILE TRUST CO 385,191$16,301,0001.96%
Capstone Financial Advisors, Inc. 407,396$15,717,0001.66%
SVB Investment Services Inc. 44,212$1,706,0001.45%
Berkshire Bank 129,715$5,005,0001.33%
Money Design Co.,Ltd. 245,934$9,488,0001.14%
CAPITAL INSIGHT PARTNERS, LLC 99,109$3,824,0001.08%
View complete list of ISHARES TR shareholders