MARINER INDEPENDENT ADVISOR NETWORK, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 169 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
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$4,518,000
-9.9%
16,345
+1.1%
0.19%
-8.1%
Q2 2022$5,014,000
-18.5%
16,171
+2.1%
0.21%
-10.6%
Q1 2022$6,149,000
-8.8%
15,837
+3.9%
0.24%
-25.3%
Q4 2021$6,739,000
+4.0%
15,241
-5.1%
0.32%
-0.3%
Q3 2021$6,481,000
+0.0%
16,056
+0.1%
0.32%
+7.8%
Q2 2021$6,479,000
+12.0%
16,039
+0.0%
0.29%
-2.6%
Q1 2021$5,785,000
+4.0%
16,032
+0.8%
0.30%
+1.7%
Q4 2020$5,562,000
+2.7%
15,898
-9.3%
0.30%
-33.9%
Q3 2020$5,418,000
+8.3%
17,532
-0.7%
0.45%
-2.6%
Q2 2020$5,002,000
+18.3%
17,655
-15.5%
0.46%
+20.7%
Q1 2020$4,230,000
-16.2%
20,904
+0.3%
0.38%
+4.9%
Q4 2019$5,046,000
+15.8%
20,838
+2.9%
0.36%
+10.0%
Q3 2019$4,357,000
-0.3%
20,251
+1.3%
0.33%
+0.6%
Q2 2019$4,368,000
+93.9%
19,986
+85.5%
0.33%
+73.2%
Q1 2019$2,253,00010,7750.19%
Other shareholders
ISHARES TR shareholders Q4 2019
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