Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 302 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$938,000
-40.4%
11,807
-40.0%
0.07%
-41.6%
Q4 2021$1,575,000
-11.3%
19,669
-13.1%
0.11%
-26.6%
Q3 2021$1,775,000
+3249.1%
22,622
+2703.2%
0.15%
+2466.7%
Q4 2020$53,000
-91.4%
807
-91.6%
0.01%
-96.8%
Q2 2018$616,000
+584.4%
9,615
+638.5%
0.18%
+460.6%
Q1 2018$90,000
-5.3%
1,302
-4.2%
0.03%
-5.7%
Q4 2017$95,000
-80.4%
1,359
-81.3%
0.04%
-77.7%
Q3 2017$485,000
-70.1%
7,274
-71.7%
0.16%
-55.5%
Q2 2017$1,623,000
+1.9%
25,692
-1.7%
0.35%
+4.4%
Q1 2017$1,592,000
-2.1%
26,135
-0.6%
0.34%
-4.8%
Q4 2016$1,626,000
+51.3%
26,291
+24.9%
0.36%
+28.6%
Q3 2016$1,075,000
-1.5%
21,048
-7.8%
0.28%
-4.8%
Q2 2016$1,091,000
+21.8%
22,828
+35.1%
0.29%
+17.4%
Q4 2015$896,000
-15.2%
16,902
-17.7%
0.25%
-21.3%
Q3 2015$1,057,000
-10.2%
20,5440.0%0.31%
+1.3%
Q2 2015$1,177,000
+17.6%
20,544
+17.0%
0.31%
+12.7%
Q1 2015$1,001,000
+255.0%
17,563
+251.3%
0.28%
+223.5%
Q4 2014$282,000
+28.2%
4,999
+28.0%
0.08%
+28.8%
Q3 2014$220,000
-4.8%
3,904
-3.3%
0.07%0.0%
Q2 2014$231,000
+4.5%
4,038
+3.1%
0.07%
-45.9%
Q1 2014$221,000
+6.2%
3,916
+5.4%
0.12%
+6.1%
Q4 2013$208,0003,7150.12%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Diversified, LLC 293,395$23,733,00010.03%
AVAII WEALTH MANAGEMENT, LLC 39,513$3,163,0003.17%
Bernardo Wealth Planning LLC 64,167$5,137,0002.51%
Northwest Capital Management Inc 54,670$4,549,0002.16%
West Wealth Group, LLC 69,892$5,595,0002.10%
EQ LLC 36,619$2,932,0002.05%
Keystone Financial Services 47,941$3,838,0001.97%
MA Private Wealth 136,220$10,906,0001.96%
VIVID FINANCIAL MANAGEMENT, INC. 64,909$5,197,0001.94%
Richard Bernstein Advisors LLC 1,193,464$95,548,0001.84%
View complete list of ISHARES TR shareholders