Joseph Group Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 224 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Joseph Group Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$306,190
-7.3%
7,073
+0.5%
0.22%
-20.9%
Q2 2023$330,434
-19.7%
7,038
-18.4%
0.28%
-23.0%
Q1 2023$411,508
-7.9%
8,627
-11.5%
0.36%
-15.1%
Q4 2022$447,000
-68.5%
9,750
-71.3%
0.42%
-72.6%
Q3 2022$1,420,000
-22.2%
33,937
-13.1%
1.55%
-15.3%
Q2 2022$1,826,000
-18.8%
39,056
-11.7%
1.83%
-19.3%
Q1 2022$2,250,000
+3.0%
44,232
-3.7%
2.27%
+7.9%
Q4 2021$2,185,00045,9112.10%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,622,507$55,892,6228.22%
Heartland Bank & Trust Co 146,212$6,329,5185.00%
Forefront Analytics, LLC 145,421$6,295,1383.57%
Independent Order of Foresters 82,790$3,583,9792.56%
Waldron Private Wealth LLC 710,307$30,7491.60%
FSM Wealth Advisors, LLC 72,426$3,135,3371.58%
Stelac Advisory Services LLC 51,927$2,254,7191.23%
FORTE ASSET MANAGEMENT LLC 40,643$1,759,4221.18%
Money Design Co.,Ltd. 444,719$19,2521.17%
Beta Wealth Group, Inc. 42,808$1,853,1451.10%
View complete list of ISHARES TR shareholders