LGT Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 149 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.

Quarter-by-quarter ownership
LGT Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$47,953
+7.1%
1,1530.0%0.06%
+27.1%
Q2 2023$44,759
-4.5%
1,1530.0%0.05%
-12.7%
Q4 2022$46,8811,1530.06%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Family Firm, Inc. 257,385$10,704,6423.01%
THEORY FINANCIAL LLC 87,460$3,637,4612.13%
Zeit Capital LLC 41,987$1,746,2591.62%
Sowa Financial Group, Inc. 51,679$2,1491.61%
Midwest Professional Planners, LTD. 67,622$2,812,3991.26%
Windward Private Wealth Management Inc. 65,084$2,706,8441.22%
Milestone Advisory Partners 26,471$1,100,9290.92%
Q3 Asset Management 50,251$2,0890.83%
Great Lakes Retirement, Inc. 104,344$4,372,6640.79%
DHK Financial Advisors, Inc. 16,574$694,6060.62%
View complete list of ISHARES TR shareholders