Haverford Trust Co - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 146 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.7%.

Quarter-by-quarter ownership
Haverford Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$201,561
-1.6%
3,9100.0%0.00%0.0%
Q1 2023$204,845
-1.5%
3,9100.0%0.00%
-33.3%
Q2 2022$208,000
-13.3%
3,9100.0%0.00%0.0%
Q1 2022$240,000
-11.8%
3,9100.0%0.00%0.0%
Q4 2021$272,000
+0.4%
3,9100.0%0.00%0.0%
Q3 2021$271,000
-50.5%
3,910
-6.5%
0.00%0.0%
Q2 2021$548,000
+110.0%
4,184
+7.0%
0.00%0.0%
Q1 2021$261,000
-8.7%
3,9100.0%0.00%
-25.0%
Q4 2020$286,000
-3.4%
3,910
-7.1%
0.00%
-20.0%
Q3 2020$296,000
+0.3%
4,2100.0%0.01%0.0%
Q2 2020$295,000
+10.1%
4,2100.0%0.01%0.0%
Q1 2020$268,000
-4.6%
4,2100.0%0.01%0.0%
Q4 2019$281,0000.0%4,2100.0%0.01%0.0%
Q3 2019$281,000
+4.9%
4,2100.0%0.01%0.0%
Q2 2019$268,000
+5.5%
4,2100.0%0.01%0.0%
Q1 2019$254,000
+7.2%
4,2100.0%0.01%0.0%
Q4 2018$237,000
-3.3%
4,2100.0%0.01%0.0%
Q3 2018$245,000
+0.4%
4,2100.0%0.01%0.0%
Q2 2018$244,000
-3.9%
4,2100.0%0.01%0.0%
Q1 2018$254,000
-4.5%
4,2100.0%0.01%0.0%
Q4 2017$266,000
-1.1%
4,210
-2.9%
0.01%
-16.7%
Q3 2017$269,000
+8.9%
4,335
+8.4%
0.01%
+20.0%
Q2 2017$247,000
+4.2%
4,0000.0%0.01%0.0%
Q1 2017$237,000
+0.9%
4,0000.0%0.01%
-16.7%
Q4 2016$235,000
-7.1%
4,0000.0%0.01%0.0%
Q3 2016$253,000
+0.8%
4,0000.0%0.01%0.0%
Q2 2016$251,0004,0000.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 841,056$56,359,00025.66%
NYL Investors LLC 533,544$33,944,00015.07%
AGILIS PARTNERS LLC 138,587$8,817,0008.41%
Lineweaver Wealth Advisors, LLC 79,751$5,073,0003.19%
Carolina Wealth Advisors, LLC 42,684$2,716,0003.14%
PRUDENTIAL PLC 4,116,476$261,890,0001.40%
NorthCoast Asset Management LLC 326,084$20,769,0001.33%
BENJAMIN F. EDWARDS & COMPANY, INC. 212,897$13,545,0001.16%
Sage Advisory Services, Ltd.Co. 46,359$2,938,0001.13%
PFS INVESTMENTS INC. 320,432$20,386,0000.88%
View complete list of ISHARES TR shareholders