Horan Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 167 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Horan Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$21,749
+15.8%
550.0%0.01%
-10.0%
Q1 2023$18,775
+21.3%
550.0%0.01%
+11.1%
Q4 2022$15,476
+3.2%
550.0%0.01%0.0%
Q3 2022$15,000
-11.8%
550.0%0.01%
-10.0%
Q2 2022$17,000
-19.0%
550.0%0.01%
-16.7%
Q1 2022$21,000
-12.5%
550.0%0.01%
-14.3%
Q4 2021$24,000
+9.1%
550.0%0.01%
-12.5%
Q2 2021$22,000
+10.0%
550.0%0.02%
-5.9%
Q1 2021$20,000
+5.3%
550.0%0.02%
+6.2%
Q4 2020$19,000
+11.8%
550.0%0.02%
-5.9%
Q3 2020$17,000
+13.3%
550.0%0.02%
+6.2%
Q2 2020$15,000
+25.0%
550.0%0.02%0.0%
Q1 2020$12,0000.0%550.0%0.02%
+23.1%
Q3 2019$12,0000.0%550.0%0.01%
-7.1%
Q2 2019$12,000
+9.1%
550.0%0.01%
+16.7%
Q1 2019$11,000
+10.0%
550.0%0.01%0.0%
Q4 2018$10,000
-9.1%
550.0%0.01%
+9.1%
Q3 2018$11,0000.0%550.0%0.01%
+10.0%
Q2 2018$11,000
+10.0%
550.0%0.01%
+11.1%
Q1 2018$10,0000.0%550.0%0.01%0.0%
Q4 2017$10,000
+11.1%
550.0%0.01%0.0%
Q3 2017$9,000
+12.5%
550.0%0.01%0.0%
Q2 2017$8,000
+14.3%
550.0%0.01%
+12.5%
Q1 2017$7,000550.01%
Other shareholders
ISHARES TR shareholders Q4 2019
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