Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 210 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,0000.0%10.0%0.00%
Q2 2020$1,0000.0%10.0%0.00%
Q2 2019$1,0000.0%10.0%0.00%
Q4 2018$1,0000.0%10.0%0.00%
Q3 2018$1,0000.0%10.0%0.00%
Q2 2018$1,0000.0%10.0%0.00%
Q1 2018$1,0000.0%10.0%0.00%
Q4 2017$1,0000.0%1
-50.0%
0.00%
Q2 2017$1,0000.0%20.0%0.00%
Q1 2017$1,0000.0%20.0%0.00%
Q4 2016$1,0000.0%20.0%0.00%
Q3 2016$1,000
-50.0%
2
-83.3%
0.00%
Q2 2016$2,000
-96.0%
12
-97.3%
0.00%
-100.0%
Q1 2016$50,000
-93.3%
446
-93.4%
0.00%
-92.7%
Q4 2015$749,000
+10.0%
6,760
-0.3%
0.06%0.0%
Q3 2015$681,000
-30.5%
6,782
-28.2%
0.06%
-21.4%
Q2 2015$980,0009,4510.07%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Brouwer & Janachowski, LLC 163,723$66,141,00011.49%
Stuart Chaussee & Associates, Inc. 46,533$18,798,0008.31%
GM Advisory Group, LLC 118,360$47,815,0004.90%
Mathes Company, Inc. 33,688$13,609,0004.90%
Legacy Financial Strategies, LLC 25,250$10,201,0004.89%
Apexium Financial, LP 13,894$5,615,0003.49%
Equitable Holdings, Inc. 474,150$191,547,0003.30%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 66,457$26,847,2993.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 169,409$68,438,0003.07%
Campion Asset Management 7,985$3,226,0002.68%
View complete list of ISHARES TR shareholders