Sunbelt Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 193 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sunbelt Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$75,395
-81.7%
197
-81.2%
0.01%
-83.1%
Q2 2023$411,837
+20.0%
1,048
+1.9%
0.06%
+7.3%
Q1 2023$343,102
+16.6%
1,028
-2.2%
0.06%
-5.2%
Q4 2022$294,349
-25.1%
1,051
-26.0%
0.06%
-30.1%
Q3 2022$393,000
-6.0%
1,421
+0.1%
0.08%
-5.7%
Q2 2022$418,000
-31.8%
1,419
-8.7%
0.09%
-21.4%
Q1 2022$613,000
+0.7%
1,555
+0.2%
0.11%
+13.1%
Q4 2021$609,000
-10.4%
1,552
-7.5%
0.10%
-18.9%
Q3 2021$680,0000.0%1,6780.0%0.12%0.0%
Q2 2021$680,000
-1.4%
1,678
-12.2%
0.12%
-10.3%
Q1 2021$690,000
+74.7%
1,911
+69.1%
0.14%
+65.9%
Q4 2020$395,000
-61.8%
1,130
-66.2%
0.08%
-71.5%
Q3 2020$1,035,000
+28.3%
3,348
+15.8%
0.29%
+4.0%
Q2 2020$807,000
+229.4%
2,892
+150.2%
0.28%
+2670.0%
Q1 2020$245,000
-16.9%
1,156
-5.2%
0.01%
-67.7%
Q4 2019$295,000
-96.6%
1,220
+1642.9%
0.03%
+181.8%
Q4 2016$8,667,000700.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Destination Wealth Management 326,095$29,212,0003.06%
INTREPID CAPITAL MANAGEMENT INC /DE/ 33,000$2,956,0003.01%
WESPAC Advisors, LLC 22,572$2,022,0001.68%
SPC Financial, Inc. 56,735$5,082,0001.59%
BINGHAM OSBORN & SCARBOROUGH LLC 106,243$9,517,0001.38%
Mathes Company, Inc. 18,545$1,661,0000.89%
WealthTrust Fairport, LLC 61,283$5,490,0000.86%
MERIDIAN INVESTMENT COUNSEL INC. 9,725$871,0000.74%
Asset Management Group, Inc. 13,545$1,213,0000.74%
Antonetti Capital Management LLC 4,712$422,0000.38%
View complete list of ISHARES TR shareholders