American Portfolios Advisors - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 146 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$10,706
-3.4%
3080.0%0.00%
Q2 2022$11,082
+10.5%
308
+24.2%
0.00%
Q1 2022$10,032
+24.5%
248
-3.1%
0.00%
Q4 2021$8,059
+18.8%
256
+10.8%
0.00%
Q3 2021$6,784
+139.7%
231
+148.4%
0.00%
Q2 2021$2,830
+10.4%
930.0%0.00%
Q1 2021$2,564
+18.4%
930.0%0.00%
Q4 2020$2,166
-59.1%
93
-65.3%
0.00%
Q3 2020$5,302
-8.7%
2680.0%0.00%
Q2 2020$5,806
+30.4%
2680.0%0.00%
Q1 2020$4,453
-75.8%
268
-56.2%
0.00%
-100.0%
Q4 2019$18,415
+27.2%
612
+22.9%
0.00%0.0%
Q3 2019$14,476
-5.3%
4980.0%0.00%0.0%
Q2 2019$15,282
-2.2%
4980.0%0.00%0.0%
Q1 2019$15,621
+15.5%
4980.0%0.00%
-50.0%
Q4 2018$13,530
-24.2%
4980.0%0.00%0.0%
Q3 2018$17,846
-2.7%
4980.0%0.00%0.0%
Q2 2018$18,349
+11.4%
4980.0%0.00%0.0%
Q1 2018$16,477
-6.6%
4980.0%0.00%
-33.3%
Q4 2017$17,6424980.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 24,604$741,0005.75%
Sowa Financial Group, Inc. 168,729$5,079,000,0004.13%
Family Firm, Inc. 278,623$8,387,0002.84%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 51,917$1,563,0001.43%
INTERACTIVE FINANCIAL ADVISORS, INC. 96,987$2,919,0001.32%
MOLLER WEALTH PARTNERS 71,887$2,164,0000.96%
Rampart Investment Management Company, LLC 235,029$7,074,0000.86%
Pure Financial Advisors, LLC 164,061$4,938,0000.84%
OXFORD FINANCIAL GROUP, LTD. LLC 84,607$2,547,0000.71%
Beacon Financial Advisory LLC 25,941$780,0000.67%
View complete list of ISHARES TR shareholders