WealthTrust Axiom LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 167 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthTrust Axiom LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$506,388
-2.7%
1,3250.0%0.18%
+5.2%
Q2 2023$520,552
+15.8%
1,3250.0%0.17%
+13.1%
Q1 2023$449,599
+21.2%
1,3250.0%0.15%
+18.6%
Q4 2022$371,000
+1.4%
1,3250.0%0.13%
-7.2%
Q3 2022$366,000
-6.2%
1,3250.0%0.14%0.0%
Q2 2022$390,000
-24.1%
1,3250.0%0.14%
-13.7%
Q1 2022$514,000
-11.5%
1,3250.0%0.16%
-13.4%
Q4 2021$581,000
+8.8%
1,3250.0%0.19%
+2.8%
Q3 2021$534,000
-0.2%
1,3250.0%0.18%
+5.2%
Q2 2021$535,000
+11.9%
1,3250.0%0.17%
+6.2%
Q1 2021$478,000
+3.2%
1,3250.0%0.16%
-3.6%
Q4 2020$463,000
+13.2%
1,3250.0%0.17%
-4.5%
Q3 2020$409,000
+10.8%
1,3250.0%0.18%
+8.6%
Q2 2020$369,000
+31.8%
1,3250.0%0.16%
+18.2%
Q1 2020$280,000
-12.5%
1,3250.0%0.14%
+28.0%
Q4 2019$320,000
+11.5%
1,3250.0%0.11%
+5.9%
Q3 2019$287,000
+0.7%
1,3250.0%0.10%
+2.0%
Q2 2019$285,000
+4.4%
1,3250.0%0.10%
+2.1%
Q1 2019$273,000
+20.3%
1,3250.0%0.10%
+4.3%
Q4 2018$227,000
-18.1%
1,3250.0%0.09%0.0%
Q3 2018$277,000
+8.6%
1,3250.0%0.09%
+3.3%
Q2 2018$255,0000.0%1,325
-7.0%
0.09%
-3.2%
Q1 2018$255,000
+6.2%
1,4250.0%0.09%
+4.5%
Q4 2017$240,000
+8.6%
1,4250.0%0.09%
+6.0%
Q3 2017$221,000
+7.3%
1,4250.0%0.08%
+9.1%
Q2 2017$206,0001,4250.08%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Destination Wealth Management 326,095$29,212,0003.06%
INTREPID CAPITAL MANAGEMENT INC /DE/ 33,000$2,956,0003.01%
WESPAC Advisors, LLC 22,572$2,022,0001.68%
SPC Financial, Inc. 56,735$5,082,0001.59%
BINGHAM OSBORN & SCARBOROUGH LLC 106,243$9,517,0001.38%
Mathes Company, Inc. 18,545$1,661,0000.89%
WealthTrust Fairport, LLC 61,283$5,490,0000.86%
Asset Management Group, Inc. 13,545$1,213,0000.74%
MERIDIAN INVESTMENT COUNSEL INC. 9,725$871,0000.74%
Antonetti Capital Management LLC 4,712$422,0000.38%
View complete list of ISHARES TR shareholders