Schechter Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 243 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,300,765$50,703,00010.66%
MD Financial Management Inc. 3,445,692$158,157,0004.01%
Forefront Analytics, LLC 204,244$9,373,0003.42%
Independent Order of Foresters 87,944$4,037,0002.41%
SVB Investment Services Inc. 65,848$3,022,0002.02%
FIRST MERCANTILE TRUST CO 251,393$11,539,0001.53%
Money Design Co.,Ltd. 395,892$18,171,0001.50%
Aaron Wealth Advisors LLC 108,287$4,970,0001.40%
Curi Wealth Management, LLC 65,676$3,014,0001.39%
CAPITAL INSIGHT PARTNERS, LLC 122,232$5,610,0001.22%
View complete list of ISHARES TR shareholders