55I, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 285 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$4,271,000
+45.8%
15,452
+55.3%
0.12%
+45.1%
Q2 2022$2,929,000
-38.3%
9,951
-18.5%
0.08%
-26.8%
Q1 2022$4,746,00012,2120.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 42,704$12,572,00027.18%
Mathes Company, Inc. 32,880$9,680,0004.71%
Legacy Financial Strategies, LLC 31,741$9,344,0004.61%
WestEnd Advisors, LLC 469,727$138,282,931,0004.36%
SHELTON WEALTH MANAGEMENT, LLC 12,090$3,559,0003.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 190,898$56,198,0002.84%
Equitable Holdings, Inc. 477,250$140,497,0002.68%
AFT, FORSYTH & COMPANY, INC. 9,932$2,924,0002.36%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 65,157$19,182,0002.09%
Destination Wealth Management 164,350$48,383,0001.95%
View complete list of ISHARES TR shareholders