M Holdings Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 149 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$250
-3.8%
6,3850.0%0.03%
-3.7%
Q4 2022$260
-99.9%
6,385
-2.9%
0.03%
+8.0%
Q3 2022$229,000
-18.5%
6,575
-15.9%
0.02%
-10.7%
Q2 2022$281,000
-20.4%
7,822
-10.3%
0.03%
+3.7%
Q1 2022$353,000
-12.2%
8,716
-33.9%
0.03%
-30.8%
Q2 2021$402,000
-18.8%
13,195
-26.5%
0.04%
-13.3%
Q1 2021$495,000
+10.2%
17,947
-6.9%
0.04%
-21.1%
Q4 2020$449,000
-5.7%
19,268
-19.9%
0.06%
-25.0%
Q3 2020$476,000
-30.5%
24,057
-23.9%
0.08%
-38.2%
Q2 2020$685,000
-7.2%
31,597
-28.8%
0.12%
+12.8%
Q1 2020$738,000
-56.0%
44,382
-20.4%
0.11%
-77.8%
Q4 2019$1,678,000
+1.7%
55,739
-1.8%
0.49%
-3.2%
Q3 2019$1,650,000
-18.3%
56,744
-13.7%
0.51%
-25.9%
Q2 2019$2,019,000
-2.0%
65,762
+0.2%
0.68%
+43.2%
Q1 2019$2,060,000
-3.4%
65,634
-16.4%
0.48%
-27.9%
Q4 2018$2,133,000
-20.1%
78,469
+5.4%
0.66%
-5.3%
Q3 2018$2,668,000
-22.2%
74,431
-20.0%
0.70%
-25.8%
Q2 2018$3,428,000
+16.6%
92,990
+4.7%
0.94%
+4.9%
Q1 2018$2,940,000
-20.8%
88,813
-41.6%
0.90%
+60.9%
Q4 2017$3,710,000
+48.0%
152,206
+104.5%
0.56%
-29.5%
Q3 2017$2,506,000
+15.7%
74,433
+8.8%
0.79%
+7.0%
Q2 2017$2,166,000
+11.0%
68,423
+20.1%
0.74%
-1.7%
Q1 2017$1,952,000
+3.9%
56,955
+9.0%
0.75%
+15.5%
Q4 2016$1,878,000
+24.0%
52,246
+18.9%
0.65%
-5.7%
Q3 2016$1,514,000
+18.5%
43,926
+14.1%
0.69%
+5.5%
Q2 2016$1,278,000
+50.9%
38,483
+35.1%
0.65%
+26.3%
Q1 2016$847,000
+34.2%
28,479
+27.0%
0.52%
+22.7%
Q4 2015$631,000
+5.3%
22,429
+8.8%
0.42%
-0.9%
Q3 2015$599,000
-13.4%
20,612
+8.0%
0.43%
-8.0%
Q2 2015$692,000
-15.5%
19,084
-12.5%
0.46%
-13.5%
Q1 2015$819,000
-15.0%
21,818
-13.2%
0.54%
-14.4%
Q4 2014$963,000
-20.1%
25,131
-9.6%
0.62%
-7.1%
Q3 2014$1,205,000
-13.2%
27,801
+0.0%
0.67%
-24.1%
Q2 2014$1,388,000
+26.3%
27,796
+12.0%
0.89%
-23.1%
Q1 2014$1,099,000
-16.7%
24,813
-18.3%
1.15%
+22.7%
Q4 2013$1,319,00030,3890.94%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 183,574$5,392,0003.50%
AVALON CAPITAL MANAGEMENT 196,562$5,773,0003.24%
Family Firm, Inc. 299,627$9,765,0002.57%
Zeit Capital LLC 63,134$1,854,0001.58%
Windward Private Wealth Management Inc. 97,800$2,872,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 90,730$2,665,0001.16%
SENTINEL PENSION ADVISORS INC 51,514$1,513,0000.52%
Kesler, Norman & Wride, LLC 53,147$1,561,0000.37%
TELEMUS CAPITAL, LLC 148,159$4,351,0000.37%
M Financial Asset Management, Inc. 1,931$57,0000.28%
View complete list of ISHARES TR shareholders