M Financial Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 13.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
M Financial Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$57,0000.0%1,803
-6.6%
0.24%
-12.3%
Q3 2021$57,000
+21.3%
1,931
+24.0%
0.28%
-2.5%
Q2 2021$47,000
+9.3%
1,5570.0%0.28%
-17.5%
Q1 2021$43,000
-49.4%
1,557
-57.4%
0.34%
-50.6%
Q4 2020$85,000
+18.1%
3,6560.0%0.70%
-5.2%
Q3 2020$72,000
-87.1%
3,656
-85.8%
0.73%
-85.7%
Q2 2020$557,000
+27.5%
25,695
-2.3%
5.12%
+3.9%
Q1 2020$437,000
-41.0%
26,299
+6.9%
4.93%
-14.3%
Q4 2019$741,000
-3.1%
24,604
-6.6%
5.75%
-9.6%
Q3 2019$765,000
-0.6%
26,334
+5.0%
6.36%
-0.8%
Q2 2019$770,000
-9.9%
25,081
-7.9%
6.41%
-1.8%
Q1 2019$855,000
+267.0%
27,235
+218.1%
6.52%
+88.1%
Q4 2018$233,000
-26.5%
8,561
-2.7%
3.47%
-15.2%
Q3 2018$317,000
-8.1%
8,802
-5.6%
4.09%
-12.0%
Q2 2018$345,000
-25.0%
9,329
-32.8%
4.65%
-15.3%
Q1 2018$460,000
-3.8%
13,887
+3.1%
5.49%
+46.4%
Q4 2017$478,00013,4743.75%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 24,604$741,0005.75%
Sowa Financial Group, Inc. 168,729$5,079,000,0004.13%
Family Firm, Inc. 278,623$8,387,0002.84%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 51,917$1,563,0001.43%
INTERACTIVE FINANCIAL ADVISORS, INC. 96,987$2,919,0001.32%
MOLLER WEALTH PARTNERS 71,887$2,164,0000.96%
Rampart Investment Management Company, LLC 235,029$7,074,0000.86%
Pure Financial Advisors, LLC 164,061$4,938,0000.84%
OXFORD FINANCIAL GROUP, LTD. LLC 84,607$2,547,0000.71%
Beacon Financial Advisory LLC 25,941$780,0000.67%
View complete list of ISHARES TR shareholders