White Lighthouse Investment Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 158 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$7,349,343
+12.5%
77,928
+2.8%
1.42%
+6.9%
Q1 2024$6,534,446
+9.8%
75,823
+471.0%
1.33%
+1.8%
Q4 2023$5,951,419
+16.0%
13,279
-1.1%
1.30%
+4.7%
Q3 2023$5,129,241
-7.4%
13,421
-4.8%
1.24%
-5.8%
Q2 2023$5,537,506
+14.6%
14,095
-1.0%
1.32%
+8.6%
Q1 2023$4,830,548
+29.0%
14,236
+6.5%
1.22%
+19.7%
Q4 2022$3,743,567
+4.5%
13,370
+3.2%
1.02%
-2.5%
Q3 2022$3,581,000
-5.1%
12,956
+1.0%
1.04%
-3.4%
Q2 2022$3,775,000
-17.4%
12,822
+9.0%
1.08%
-7.1%
Q1 2022$4,571,000
-11.3%
11,763
+0.3%
1.16%
-9.4%
Q4 2021$5,151,000
+8.5%
11,733
-0.2%
1.28%
+0.9%
Q3 2021$4,746,000
-13.0%
11,757
-12.9%
1.27%
-14.8%
Q2 2021$5,453,000
+10.2%
13,497
-1.6%
1.49%
-1.3%
Q1 2021$4,949,000
-8.0%
13,715
-10.8%
1.51%
-11.8%
Q4 2020$5,380,000
+8.1%
15,379
-4.5%
1.72%
-0.3%
Q3 2020$4,976,000
-2.1%
16,099
-11.6%
1.72%
-7.7%
Q2 2020$5,082,000
+18.0%
18,204
-10.5%
1.87%
+3.5%
Q1 2020$4,307,000
-22.3%
20,337
-11.2%
1.80%
-11.4%
Q4 2019$5,546,000
+9.1%
22,902
-2.2%
2.03%
-0.5%
Q3 2019$5,082,000
-3.7%
23,417
-4.3%
2.04%
-7.1%
Q2 2019$5,276,000
+1.8%
24,464
-2.7%
2.20%
-7.5%
Q1 2019$5,184,000
+17.0%
25,139
-2.6%
2.38%
-2.3%
Q4 2018$4,432,000
-21.5%
25,812
-4.3%
2.44%
-15.5%
Q3 2018$5,646,000
+7.7%
26,966
-0.8%
2.88%
+0.1%
Q2 2018$5,242,000
+8.5%
27,176
+0.9%
2.88%
+3.9%
Q1 2018$4,830,000
-2.3%
26,921
-8.0%
2.77%
-2.4%
Q4 2017$4,942,00029,2762.84%
Other shareholders
ISHARES TR shareholders Q3 2019
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