Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 280 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$201,648
-8.4%
4,658
-0.6%
0.04%
-2.7%
Q2 2023$220,105
-1.6%
4,6880.0%0.04%
-14.0%
Q1 2023$223,620
+4.1%
4,6880.0%0.04%
-4.4%
Q4 2022$214,900
-2.3%
4,688
-0.3%
0.04%
+4.7%
Q2 2022$220,000
-7.9%
4,7000.0%0.04%
+10.3%
Q1 2022$239,000
+6.7%
4,7000.0%0.04%
+8.3%
Q4 2021$224,000
-12.5%
4,700
-12.0%
0.04%
-37.9%
Q4 2019$256,000
+3.2%
5,3410.0%0.06%
-7.9%
Q3 2019$248,000
+0.4%
5,3410.0%0.06%
+14.5%
Q2 2019$247,000
+11.8%
5,341
+8.5%
0.06%
+14.6%
Q1 2019$221,0004,9210.05%
Other shareholders
ISHARES TR shareholders Q1 2023
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