Tyler-Stone Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 387 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
Tyler-Stone Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$80.0%240.0%0.01%0.0%
Q2 2023$8
+33.3%
240.0%0.01%
+25.0%
Q4 2022$6
-99.9%
240.0%0.00%
-20.0%
Q3 2022$6,0000.0%240.0%0.01%
+25.0%
Q2 2022$6,000
-25.0%
240.0%0.00%0.0%
Q1 2022$8,000
-20.0%
240.0%0.00%
-20.0%
Q4 2021$10,000240.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders