Schechter Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 258 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
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 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,318,356$44,429,00011.16%
MD Financial Management Inc. 3,221,865$140,828,0004.45%
Forefront Analytics, LLC 189,687$8,296,0003.60%
Independent Order of Foresters 103,123$4,508,0002.65%
Money Design Co.,Ltd. 354,882$15,554,0001.78%
Tacita Capital Inc 60,230$2,633,0001.73%
Capstone Financial Advisors, Inc. 413,473$18,073,0001.72%
FIRST MERCANTILE TRUST CO 324,762$14,195,0001.61%
SVB Investment Services Inc. 46,905$2,050,0001.59%
Curi Wealth Management, LLC 40,785$1,782,0001.29%
View complete list of ISHARES TR shareholders