SP Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 375 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.72 and the average weighting 0.3%.

Quarter-by-quarter ownership
SP Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$26,822,936
-2.3%
78,600
-0.9%
3.01%
-1.6%
Q2 2023$27,445,123
+13.6%
79,342
+0.1%
3.06%
+3.3%
Q1 2023$24,158,454
+11.4%
79,286
-6.5%
2.96%
+2.1%
Q4 2022$21,687,06784,7652.90%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders