OGOREK ANTHONY JOSEPH /NY/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$223
-3.5%
656
-1.9%
0.09%0.0%
Q2 2023$231
-7.2%
669
-18.2%
0.09%
-13.7%
Q1 2023$249
+10.2%
818
-7.6%
0.10%
+4.1%
Q4 2022$226
-99.9%
885
-0.2%
0.10%
-6.7%
Q3 2022$221,000
-9.8%
887
-2.7%
0.10%
-7.1%
Q2 2022$245,000
-91.8%
912
-89.5%
0.11%
-90.8%
Q1 2022$2,992,000
-48.8%
8,674
-40.9%
1.23%
-50.9%
Q4 2021$5,841,000
-6.1%
14,689
-5.8%
2.50%
-12.1%
Q3 2021$6,223,000
+1.8%
15,592
-0.5%
2.84%
+3.8%
Q2 2021$6,111,000
+13.6%
15,670
-0.5%
2.74%
+3.2%
Q1 2021$5,379,000
-59.0%
15,756
-57.4%
2.65%
-62.3%
Q4 2020$13,109,000
+18.0%
37,021
+3.7%
7.02%
+7.3%
Q3 2020$11,105,000
+8.9%
35,694
-0.5%
6.54%
-9.3%
Q2 2020$10,198,000
+163.2%
35,877
+94.7%
7.21%
+242.7%
Q1 2020$3,874,00018,4262.10%
Other shareholders
ISHARES TR shareholders Q4 2023
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