HOWE & RUSLING INC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 410 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.3%.

Quarter-by-quarter ownership
HOWE & RUSLING INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$85,591
-17.5%
211
-30.6%
0.01%
-25.0%
Q3 2023$103,744
+1899.3%
304
+1926.7%
0.01%
+1100.0%
Q2 2023$5,189
-91.5%
15
-92.5%
0.00%
-85.7%
Q1 2023$60,940
+1118.8%
200
+700.0%
0.01%
+600.0%
Q3 2018$5,0000.0%250.0%0.00%0.0%
Q2 2018$5,000
+25.0%
250.0%0.00%0.0%
Q1 2018$4,000
-33.3%
25
-32.4%
0.00%0.0%
Q4 2017$6,000
+20.0%
370.0%0.00%0.0%
Q3 2017$5,0000.0%370.0%0.00%0.0%
Q2 2017$5,0000.0%370.0%0.00%0.0%
Q1 2017$5,000
+25.0%
370.0%0.00%0.0%
Q4 2016$4,0000.0%370.0%0.00%0.0%
Q3 2016$4,0000.0%370.0%0.00%0.0%
Q2 2016$4,0000.0%370.0%0.00%0.0%
Q1 2016$4,0000.0%370.0%0.00%0.0%
Q4 2015$4,0000.0%370.0%0.00%0.0%
Q3 2015$4,0000.0%370.0%0.00%0.0%
Q2 2015$4,0000.0%370.0%0.00%0.0%
Q1 2015$4,000
+33.3%
370.0%0.00%0.0%
Q4 2014$3,0000.0%370.0%0.00%0.0%
Q3 2014$3,0000.0%370.0%0.00%0.0%
Q2 2014$3,0000.0%370.0%0.00%0.0%
Q4 2013$3,000
-78.6%
37
-79.7%
0.00%
-80.0%
Q3 2013$14,000
+16.7%
1820.0%0.01%
+66.7%
Q2 2013$12,0001820.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 46,321$15,815,00011.22%
Financial Advantage, Inc. 31,059$10,604,0009.16%
Shannon River Fund Management LLC 300,000$102,426,0006.92%
GPS Wealth Strategies Group, LLC 52,238$17,835,0005.26%
MinichMacGregor Wealth Management, LLC 40,424$13,801,0005.16%
Covenant Multifamily Offices, LLC 71,194$24,307,0004.97%
360 Financial, Inc. 22,307$7,616,0004.29%
Friedenthal Financial 16,890$5,767,0004.25%
MCMILLION CAPITAL MANAGEMENT INC 19,912$6,798,0003.98%
SFMG, LLC 97,443$33,269,0003.86%
View complete list of ISHARES TR shareholders