STIFEL FINANCIAL CORP - ISHARES TR ownership

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ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 66 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
STIFEL FINANCIAL CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$411,017
+2.8%
6,930
+7.5%
0.00%0.0%
Q2 2023$399,779
-50.3%
6,446
-51.4%
0.00%0.0%
Q1 2023$803,988
+265.2%
13,263
+247.2%
0.00%–
Q4 2022$220,172
+2.9%
3,820
-9.7%
0.00%–
Q3 2022$214,000
-5.7%
4,230
+6.5%
0.00%–
Q2 2022$227,000
-18.6%
3,971
-7.1%
0.00%–
Q1 2022$279,000
-7.9%
4,273
-4.3%
0.00%–
Q4 2021$303,000
+9.0%
4,467
+5.1%
0.00%–
Q3 2021$278,000
-2.8%
4,252
+0.1%
0.00%–
Q2 2021$286,000
+6.3%
4,249
+2.4%
0.00%–
Q1 2021$269,000
+2.7%
4,151
-28.4%
0.00%
-100.0%
Q1 2020$262,000
-34.5%
5,796
-12.5%
0.00%0.0%
Q4 2019$400,000
+11.7%
6,625
+2.5%
0.00%0.0%
Q3 2019$358,000
-15.4%
6,465
-14.6%
0.00%0.0%
Q2 2019$423,000
-10.9%
7,571
-14.1%
0.00%0.0%
Q1 2019$475,000
+67.3%
8,811
+52.8%
0.00%0.0%
Q4 2018$284,000–5,767–0.00%–
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Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
AJ Advisors, LLC 269,533$15,986,01712.02%
Vestmark Advisory Solutions, Inc. 686,385$40,709,4942.96%
TrueWealth Advisors, LLC 74,753$4,433,6291.87%
Lebenthal Global Advisors, LLC 95,956$5,691,1731.71%
Sound Financial Strategies Group, LLC 28,593$1,695,8511.40%
Confluence Wealth Services, Inc. 110,257$6,539,3411.29%
ShoreHaven Wealth Partners, LLC 28,821$1,709,3521.18%
WealthPlan Investment Management, LLC 103,585$6,143,6051.09%
WealthPLAN Partners, LLC 134,421$7,972,5230.93%
Beacon Financial Advisory LLC 22,364$1,326,3840.73%
View complete list of ISHARES TR shareholders