OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 221 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$23,0000.0%5000.0%0.01%0.0%
Q1 2021$23,000
+4.5%
5000.0%0.01%0.0%
Q4 2020$22,000
+15.8%
5000.0%0.01%
+16.7%
Q3 2020$19,0000.0%5000.0%0.01%
-14.3%
Q2 2020$19,000
+11.8%
5000.0%0.01%0.0%
Q1 2020$17,000
-29.2%
5000.0%0.01%0.0%
Q4 2019$24,000
+4.3%
5000.0%0.01%0.0%
Q3 2019$23,0000.0%5000.0%0.01%0.0%
Q2 2019$23,000
+4.5%
5000.0%0.01%0.0%
Q1 2019$22,000
+10.0%
5000.0%0.01%0.0%
Q4 2018$20,000
-4.8%
5000.0%0.01%
+16.7%
Q3 2018$21,0000.0%5000.0%0.01%0.0%
Q2 2018$21,0000.0%5000.0%0.01%0.0%
Q1 2018$21,000
+250.0%
500
+233.3%
0.01%
+200.0%
Q1 2015$6,0000.0%1500.0%0.00%0.0%
Q4 2014$6,0000.0%1500.0%0.00%0.0%
Q3 2014$6,000
-14.3%
1500.0%0.00%0.0%
Q2 2014$7,0001500.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,318,356$44,429,00011.16%
MD Financial Management Inc. 3,221,865$140,828,0004.45%
Forefront Analytics, LLC 189,687$8,296,0003.60%
Independent Order of Foresters 103,123$4,508,0002.65%
Money Design Co.,Ltd. 354,882$15,554,0001.78%
Tacita Capital Inc 60,230$2,633,0001.73%
Capstone Financial Advisors, Inc. 413,473$18,073,0001.72%
FIRST MERCANTILE TRUST CO 324,762$14,195,0001.61%
SVB Investment Services Inc. 46,905$2,050,0001.59%
Curi Wealth Management, LLC 40,785$1,782,0001.29%
View complete list of ISHARES TR shareholders