REILLY FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 285 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$21,000
+10.5%
470.0%0.00%0.0%
Q3 2021$19,0000.0%470.0%0.00%0.0%
Q2 2021$19,000
+11.8%
470.0%0.00%
+100.0%
Q1 2021$17,000
+6.2%
470.0%0.00%0.0%
Q4 2020$16,000
+6.7%
470.0%0.00%
-50.0%
Q3 2020$15,000
+15.4%
470.0%0.00%0.0%
Q2 2020$13,000
+30.0%
470.0%0.00%
+100.0%
Q1 2020$10,000
-9.1%
470.0%0.00%0.0%
Q4 2019$11,000
+10.0%
470.0%0.00%0.0%
Q3 2019$10,0000.0%470.0%0.00%0.0%
Q2 2019$10,0000.0%470.0%0.00%0.0%
Q1 2019$10,000
+25.0%
470.0%0.00%0.0%
Q4 2018$8,000
-20.0%
470.0%0.00%0.0%
Q3 2018$10,000
+11.1%
470.0%0.00%0.0%
Q2 2018$9,000
+12.5%
470.0%0.00%0.0%
Q1 2018$8,0000.0%470.0%0.00%0.0%
Q4 2017$8,000
+14.3%
470.0%0.00%0.0%
Q3 2017$7,0000.0%470.0%0.00%0.0%
Q2 2017$7,0000.0%470.0%0.00%0.0%
Q1 2017$7,000
-36.4%
47
-46.0%
0.00%
-50.0%
Q4 2016$11,0000.0%870.0%0.00%0.0%
Q3 2016$11,000
+10.0%
870.0%0.00%0.0%
Q2 2016$10,0000.0%870.0%0.00%0.0%
Q1 2016$10,000
-89.8%
87
-90.2%
0.00%
-88.2%
Q4 2015$98,000
+988.9%
887
+919.5%
0.02%
+750.0%
Q3 2015$9,0000.0%870.0%0.00%0.0%
Q2 2015$9,0000.0%870.0%0.00%0.0%
Q1 2015$9,0000.0%870.0%0.00%0.0%
Q4 2014$9,0000.0%870.0%0.00%0.0%
Q3 2014$9,000
-35.7%
87
-40.8%
0.00%
-33.3%
Q2 2014$14,000
+7.7%
1470.0%0.00%0.0%
Q1 2014$13,0000.0%1470.0%0.00%0.0%
Q4 2013$13,000
+8.3%
1470.0%0.00%0.0%
Q3 2013$12,000
+9.1%
1470.0%0.00%0.0%
Q2 2013$11,0001470.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Legacy Financial Strategies, LLC 41,850$16,780,9715.39%
Stuart Chaussee & Associates, Inc. 41,123$15,716,3885.22%
Mathes Company, Inc. 27,453$10,4924.87%
SHELTON WEALTH MANAGEMENT, LLC 9,878$3,775,3863.02%
AFT, FORSYTH & COMPANY, INC. 9,543$3,647,2492.67%
CIC Wealth, LLC 18,957$7,244,8792.60%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 189,336$72,3612.45%
Milestone Advisory Partners 6,753$2,580,8622.15%
Equitable Holdings, Inc. 379,950$145,209,2912.08%
Campion Asset Management 5,825$2,226,1992.06%
View complete list of ISHARES TR shareholders