SIGMA INVESTMENT COUNSELORS INC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
SIGMA INVESTMENT COUNSELORS INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$355,000
+53.0%
10,783
+54.2%
0.02%
+47.1%
Q2 2021$232,000
+5.9%
6,991
-3.4%
0.02%
-10.5%
Q4 2020$219,000
+6.8%
7,235
-6.8%
0.02%
-34.5%
Q4 2018$205,000
-7.2%
7,765
+3.0%
0.03%
-31.0%
Q4 2014$221,0007,5400.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders