Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 278 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$627,699
-56.9%
17,155
-54.0%
0.02%
-13.8%
Q2 2023$1,457,758
+122.0%
37,302
+112.0%
0.03%
-21.6%
Q1 2023$656,784
+3.7%
17,599
+0.7%
0.04%
+85.0%
Q4 2022$633,475
+116.9%
17,470
+93.1%
0.02%
-20.0%
Q3 2022$292,000
-54.4%
9,048
-51.9%
0.02%
-52.8%
Q2 2022$640,000
-57.2%
18,795
-51.0%
0.05%
-50.0%
Q1 2022$1,494,000
+411.6%
38,368
+324.0%
0.11%
+324.0%
Q3 2011$292,0009,0480.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders