Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 91 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$836,094
-57.2%
2,188
-56.0%
0.03%
-10.5%
Q2 2023$1,953,112
+210.7%
4,972
+168.3%
0.04%
+5.6%
Q1 2023$628,650
+13.7%
1,853
-6.1%
0.04%
+111.8%
Q4 2022$552,679
+30.7%
1,974
+29.0%
0.02%
-54.1%
Q3 2022$423,000
-9.0%
1,530
-3.2%
0.04%
-5.1%
Q2 2022$465,000
-30.8%
1,580
-8.7%
0.04%
-17.0%
Q1 2022$672,000
-12.0%
1,730
-0.6%
0.05%
-14.5%
Q4 2021$764,000
+8.7%
1,7410.0%0.06%
-9.8%
Q3 2021$703,000
-1.0%
1,741
-1.0%
0.06%
-3.2%
Q2 2021$710,000
+12.0%
1,7580.0%0.06%
-3.1%
Q1 2021$634,000
-5.1%
1,758
-8.0%
0.06%
-16.7%
Q4 2020$668,000
+13.2%
1,9100.0%0.08%
-4.9%
Q3 2020$590,000
+10.7%
1,9100.0%0.08%
-2.4%
Q2 2020$533,000
+24.2%
1,9100.0%0.08%
+5.0%
Q1 2020$429,000
-19.1%
1,910
-11.2%
0.08%
-25.9%
Q4 2019$530,000
+10.9%
2,1500.0%0.11%
-3.6%
Q3 2019$478,000
+3.0%
2,1500.0%0.11%
+2.8%
Q2 2019$464,000
+5.5%
2,150
+7.5%
0.11%
+6.9%
Q1 2019$440,000
+2.6%
2,000
-13.0%
0.10%
-7.3%
Q4 2018$429,000
-11.0%
2,3000.0%0.11%
-7.6%
Q3 2018$482,000
+8.6%
2,3000.0%0.12%
-10.5%
Q2 2018$444,000
+7.5%
2,3000.0%0.13%
-12.5%
Q1 2018$413,000
+2.0%
2,300
-4.2%
0.15%
+0.7%
Q4 2017$405,000
+8.6%
2,4000.0%0.15%
+24.8%
Q3 2017$373,000
-22.1%
2,400
-27.6%
0.12%
+16.3%
Q2 2017$479,000
+4.4%
3,3130.0%0.10%
+7.2%
Q1 2017$459,000
+1.5%
3,3130.0%0.10%
-2.0%
Q4 2016$452,000
+10.2%
3,3130.0%0.10%
-5.7%
Q3 2016$410,000
+12.6%
3,3130.0%0.10%
+8.2%
Q2 2016$364,000
-1.9%
3,313
-1.0%
0.10%
-4.9%
Q4 2015$371,000
-28.2%
3,348
-35.0%
0.10%
-33.3%
Q3 2015$517,000
-3.2%
5,1510.0%0.15%
+8.5%
Q2 2015$534,000
+0.6%
5,151
+0.1%
0.14%
-3.4%
Q1 2015$531,000
-0.6%
5,148
-1.8%
0.15%
-8.8%
Q4 2014$534,000
-1.3%
5,240
-5.2%
0.16%
-0.6%
Q3 2014$541,000
+27.9%
5,527
+261.2%
0.16%
+335.1%
Q3 2011$423,0001,5300.04%
Other shareholders
ISHARES TR shareholders Q1 2015
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 67,335$14,260,00013.49%
JGP Wealth Management, LLC 77,256$17,284,0006.12%
Mathes Company, Inc. 36,300$7,687,0005.11%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 184,137$38,995,0003.11%
Provident Wealth Management, LLC 11,898$2,520,0003.08%
Silversage Advisors 8,951$1,896,0002.77%
Destination Wealth Management 208,334$44,119,0002.70%
Equitable Holdings, Inc. 342,050$72,436,0002.60%
AFT, FORSYTH & COMPANY, INC. 9,590$2,030,899,0002.04%
White Lighthouse Investment Management Inc. 20,337$4,307,0001.80%
View complete list of ISHARES TR shareholders