Polaris Wealth Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.

Quarter-by-quarter ownership
Polaris Wealth Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$517,000
-14.4%
1,3750.0%0.04%0.0%
Q4 2021$604,000
+6.9%
1,3750.0%0.04%
+2.9%
Q3 2021$565,000
+1.6%
1,3750.0%0.03%
+3.0%
Q2 2021$556,000
+4.9%
1,3750.0%0.03%
-2.9%
Q1 2021$530,000
+9.3%
1,3750.0%0.03%
-5.6%
Q4 2020$485,000
+12.8%
1,3750.0%0.04%
-10.0%
Q3 2020$430,000
+10.5%
1,3750.0%0.04%
+29.0%
Q2 2020$389,000
+33.7%
1,3750.0%0.03%
-3.1%
Q1 2020$291,000
-17.1%
1,3750.0%0.03%
+39.1%
Q4 2019$351,000
+20.6%
1,3750.0%0.02%
-4.2%
Q3 2019$291,000
-3.3%
1,3750.0%0.02%
+4.3%
Q2 2019$301,000
+4.5%
1,3750.0%0.02%
+4.5%
Q1 2019$288,000
+22.0%
1,3750.0%0.02%0.0%
Q4 2018$236,000
-18.1%
1,3750.0%0.02%
+10.0%
Q3 2018$288,000
+16.6%
1,3750.0%0.02%0.0%
Q1 2018$247,000
+6.5%
1,3750.0%0.02%
+5.3%
Q4 2017$232,000
+8.4%
1,3750.0%0.02%0.0%
Q3 2017$214,0001,3750.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 46,458$18,753,00029.22%
Brouwer & Janachowski, LLC 163,913$66,163,00011.54%
Mathes Company, Inc. 33,663$13,588,0005.04%
GM Advisory Group, LLC 122,292$49,363,0004.98%
Legacy Financial Strategies, LLC 26,085$10,529,0004.95%
Apexium Financial, LP 14,463$5,838,0003.37%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 165,149$66,662,0003.26%
Equitable Holdings, Inc. 463,650$187,152,0003.19%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 68,231$27,541,4433.14%
Destination Wealth Management 163,722$66,086,0002.57%
View complete list of ISHARES TR shareholders