Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 420 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$400,656
+44.1%
1,158
+43.5%
0.01%
-60.0%
Q1 2022$278,000
-13.9%
807
-0.6%
0.02%
-13.0%
Q4 2021$323,000
+4.5%
812
+4.8%
0.02%
-14.8%
Q3 2021$309,000
+26.1%
775
+23.2%
0.03%
+22.7%
Q2 2021$245,000
-51.5%
629
-57.5%
0.02%
-57.7%
Q1 2021$505,000
-48.7%
1,479
-46.8%
0.05%
-54.4%
Q4 2020$984,000
+13.8%
2,7790.0%0.11%
-5.8%
Q3 2020$865,000
+28.3%
2,779
+17.2%
0.12%
+13.1%
Q2 2020$674,000
+34.5%
2,371
+4.1%
0.11%
+15.1%
Q1 2020$501,000
-10.9%
2,278
-3.1%
0.09%
-19.1%
Q4 2019$562,000
+9.6%
2,3500.0%0.12%
-4.2%
Q3 2019$513,0000.0%2,3500.0%0.12%0.0%
Q2 2019$513,000
-0.2%
2,3500.0%0.12%0.0%
Q1 2019$514,000
+15.8%
2,3500.0%0.12%
+6.2%
Q4 2018$444,0002,3500.11%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders