FORTE ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 280 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
FORTE ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,759,422
-25.7%
40,643
-19.4%
1.18%
-23.0%
Q2 2023$2,368,613
-12.3%
50,450
-10.9%
1.54%
-13.9%
Q1 2023$2,701,565
-14.5%
56,637
-17.8%
1.78%
-13.3%
Q4 2022$3,159,377
+27.6%
68,922
+16.4%
2.06%
+25.4%
Q3 2022$2,476,000
-8.8%
59,203
+1.9%
1.64%
-12.6%
Q2 2022$2,716,00058,1001.88%
Other shareholders
ISHARES TR shareholders Q1 2023
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