HM PAYSON & CO - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 408 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.3%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,135
-1.3%
590.0%0.00%
Q2 2023$20,409
+13.5%
590.0%0.00%
Q1 2023$17,978
+19.1%
590.0%0.00%
Q4 2022$15,095
+0.6%
590.0%0.00%
Q3 2022$15,000
-6.2%
590.0%0.00%
Q2 2022$16,000
-20.0%
590.0%0.00%
Q1 2022$20,000
-13.0%
590.0%0.00%
Q4 2021$23,000
-4.2%
590.0%0.00%
-100.0%
Q3 2021$24,000
+4.3%
590.0%0.00%0.0%
Q2 2021$23,000
-72.3%
59
-75.6%
0.00%
-50.0%
Q1 2021$83,000
-3.5%
2420.0%0.00%0.0%
Q4 2020$86,000
+14.7%
2420.0%0.00%0.0%
Q3 2020$75,000
+8.7%
2420.0%0.00%0.0%
Q2 2020$69,000
+35.3%
2420.0%0.00%0.0%
Q1 2020$51,000
-8.9%
2420.0%0.00%0.0%
Q4 2019$56,000
+9.8%
2420.0%0.00%0.0%
Q3 2019$51,000
-3.8%
2420.0%0.00%0.0%
Q2 2019$53,0002420.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders