Schechter Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 236 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Schechter Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,911,945
-50.6%
67,266
-46.4%
0.28%
+6.4%
Q2 2023$5,893,446
+97.9%
125,526
+101.1%
0.26%
-4.0%
Q1 2023$2,977,625
-49.2%
62,424
-51.2%
0.28%
+3.0%
Q4 2022$5,866,236
+104.8%
127,972
+86.8%
0.27%
-5.0%
Q3 2022$2,865,000
-8.5%
68,494
+2.2%
0.28%
-7.5%
Q2 2022$3,132,000
-15.9%
67,003
-8.5%
0.30%
-11.8%
Q1 2022$3,724,00073,2140.35%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,412,847$59,282,9538.33%
Heartland Bank & Trust Co 130,920$6,146,6944.80%
Forefront Analytics, LLC 151,016$7,090,0464.04%
Independent Order of Foresters 82,790$3,886,9912.67%
Waldron Private Wealth LLC 756,459$35,5151.77%
FORTE ASSET MANAGEMENT LLC 50,450$2,368,6131.54%
FSM Wealth Advisors, LLC 57,815$2,717,3221.36%
Beta Wealth Group, Inc. 43,797$2,056,2631.19%
Money Design Co.,Ltd. 416,580$19,5581.16%
Israel Discount Bank of New York 27,439$1,288,2611.02%
View complete list of ISHARES TR shareholders