HB Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 99 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
HB Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$206,679
-2.6%
5,3530.0%0.00%
-33.3%
Q1 2024$212,139
-4.1%
5,3530.0%0.00%0.0%
Q4 2023$221,239
+4.8%
5,353
+0.4%
0.00%0.0%
Q2 2023$211,094
-1.5%
5,3320.0%0.00%
-25.0%
Q1 2023$214,400
+3.7%
5,332
+1.0%
0.00%0.0%
Q4 2022$206,712
-3.4%
5,280
+1.0%
0.00%0.0%
Q2 2022$214,000
-11.9%
5,2300.0%0.00%
-20.0%
Q1 2022$243,000
-7.6%
5,2300.0%0.01%0.0%
Q4 2021$263,0005,2300.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wilshire Advisors LLC 99,046$5,175,00013.24%
Checchi Capital Advisers, LLC 839,660$43,872,0004.32%
Perella Weinberg Partners Capital Management LP 436,219$22,792,0004.31%
Money Design Co.,Ltd. 530,124$27,699,0002.86%
LEUTHOLD GROUP, LLC 393,039$20,536,0002.52%
Ferguson Shapiro LLC 59,288$3,098,0001.81%
Financial Advisors Network, Inc. 115,587$6,039,0001.78%
Family Firm, Inc. 112,319$5,869,0001.60%
Omega Financial Group, LLC 59,200$3,093,0001.49%
Financial Engines Advisors L.L.C. 9,497,740$496,257,0001.44%
View complete list of ISHARES TR shareholders