Transform Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 197 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,945,629
+10.1%
63,043
+0.6%
0.45%
-13.1%
Q1 2024$5,401,608
+24.7%
62,678
+548.6%
0.51%
+21.6%
Q4 2023$4,330,764
+24.8%
9,663
+6.5%
0.42%
+15.3%
Q3 2023$3,470,264
-2.5%
9,071
+0.1%
0.37%
+14.4%
Q2 2023$3,560,131
+17.0%
9,062
+1.0%
0.32%
+11.5%
Q1 2023$3,043,974
+39.5%
8,971
+15.1%
0.29%
+17.1%
Q4 2022$2,181,957
-21.2%
7,793
-22.2%
0.24%
-31.9%
Q3 2022$2,769,000
+0.8%
10,019
+7.3%
0.36%
-12.0%
Q2 2022$2,748,000
-21.4%
9,334
+3.7%
0.41%
+4.3%
Q1 2022$3,497,000
-3.2%
8,998
+9.4%
0.39%
+4.0%
Q4 2021$3,612,000
+9.1%
8,226
+0.3%
0.38%
-0.5%
Q3 2021$3,310,000
+0.8%
8,200
+0.9%
0.38%
-5.5%
Q2 2021$3,284,000
+23.7%
8,130
+10.5%
0.40%
-24.8%
Q1 2021$2,655,000
-5.5%
7,357
-8.4%
0.53%
-9.4%
Q4 2020$2,810,000
+2.1%
8,032
-9.8%
0.59%
+32.4%
Q3 2020$2,752,000
+10.4%
8,904
-0.3%
0.44%
+4.0%
Q2 2020$2,492,000
+41.4%
8,928
+7.3%
0.43%
+13.6%
Q1 2020$1,762,000
-12.7%
8,320
-0.2%
0.38%
+17.5%
Q4 2019$2,018,000
+12.3%
8,334
+0.7%
0.32%
+0.3%
Q3 2019$1,797,000
-0.5%
8,280
-1.1%
0.32%
+20.4%
Q2 2019$1,806,000
+3.9%
8,374
-0.6%
0.26%
-18.0%
Q1 2019$1,738,000
+28.2%
8,426
+6.7%
0.32%
+15.8%
Q4 2018$1,356,000
-17.8%
7,900
+0.3%
0.28%
-2.4%
Q3 2018$1,649,000
+14.8%
7,877
+5.7%
0.29%
+10.0%
Q2 2018$1,437,000
+10.9%
7,452
+3.1%
0.26%
+5.7%
Q1 2018$1,296,000
+8.3%
7,225
+1.9%
0.25%
+11.3%
Q4 2017$1,197,000
+82.5%
7,090
+67.8%
0.22%
-3.5%
Q3 2017$656,000
+12.3%
4,225
+0.2%
0.23%
+4.6%
Q1 2017$584,000
+18.7%
4,216
+6.1%
0.22%
+12.3%
Q4 2016$492,000
+7.2%
3,973
+7.1%
0.20%
-1.0%
Q3 2016$459,000
+21.4%
3,711
+8.1%
0.20%
+23.9%
Q2 2016$378,0003,4330.16%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Legacy Financial Strategies, LLC 41,850$16,780,9715.39%
Stuart Chaussee & Associates, Inc. 41,123$15,716,3885.22%
Mathes Company, Inc. 27,453$10,4924.87%
SHELTON WEALTH MANAGEMENT, LLC 9,878$3,775,3863.02%
AFT, FORSYTH & COMPANY, INC. 9,543$3,647,2492.67%
CIC Wealth, LLC 18,957$7,244,8792.60%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 189,336$72,3612.45%
Milestone Advisory Partners 6,753$2,580,8622.15%
Equitable Holdings, Inc. 379,950$145,209,2912.08%
Campion Asset Management 5,825$2,226,1992.06%
View complete list of ISHARES TR shareholders