Institute for Wealth Management, LLC. - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUMG and the CUSIP is 67092P409. A total of 109 filers reported holding NUSHARES ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q3 2023$230,775
-45.0%
6,295
-41.5%
0.04%
-40.8%
Q2 2023$419,807
-5.3%
10,756
-7.2%
0.07%
-16.5%
Q1 2023$443,315
+6.7%
11,596
-1.8%
0.08%
-2.3%
Q4 2022$415,571
+6.8%
11,8060.0%0.09%0.0%
Q3 2022$389,000
-4.9%
11,806
-0.8%
0.09%
+8.8%
Q2 2022$409,000
-25.1%
11,906
-4.5%
0.08%
-9.1%
Q1 2022$546,000
+14.0%
12,465
+28.1%
0.09%
+12.8%
Q4 2021$479,000
-5.3%
9,734
+4.6%
0.08%
-12.4%
Q3 2021$506,000
+89.5%
9,309
+90.5%
0.09%
+89.4%
Q2 2021$267,000
+30.9%
4,886
+19.8%
0.05%
+20.5%
Q1 2021$204,0004,0800.04%
Other shareholders
NUSHARES ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
High Note Wealth, LLC 144,300$7,887,0002.86%
Stewardship Advisors, LLC 78,141$4,271,0001.60%
LFA - Lugano Financial Advisors SA 41,914$2,291,0001.44%
WRAPMANAGER INC 95,891$5,241,0001.35%
TIEDEMANN ADVISORS, LLC 551,890$30,170,0001.21%
Parcion Private Wealth LLC 111,855$6,114,0000.61%
Grant/GrossMendelsohn, LLC 11,936$642,0000.54%
Braun-Bostich & Associates Inc. 4,234$231,0000.42%
Harborview Advisors, LLC 11,992$655,0000.37%
RETIREMENT CAPITAL STRATEGIES 15,017$821,0000.31%
View complete list of NUSHARES ETF TR shareholders