IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 104 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$602,000
+8.3%
1,371
-0.5%
0.11%0.0%
Q3 2021$556,000
+1.6%
1,378
+1.8%
0.11%
-1.8%
Q2 2021$547,000
-40.2%
1,353
-68.1%
0.11%
-58.7%
Q2 2019$914,000
+22750.0%
4,240
+15042.9%
0.26%
+13100.0%
Q4 2016$4,000280.00%
Other shareholders
ISHARES TR shareholders Q1 2017
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