Burleson & Company, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 256 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
Burleson & Company, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$136,640
+1.2%
4880.0%0.03%
+17.2%
Q3 2022$135,000
-6.2%
4880.0%0.03%
-6.5%
Q2 2022$144,000
-45.7%
488
-28.4%
0.03%
-27.9%
Q1 2022$265,0006820.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 67,335$14,260,00013.49%
JGP Wealth Management, LLC 77,256$17,284,0006.12%
Mathes Company, Inc. 36,300$7,687,0005.11%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 184,137$38,995,0003.11%
Provident Wealth Management, LLC 11,898$2,520,0003.08%
Silversage Advisors 8,951$1,896,0002.77%
Destination Wealth Management 208,334$44,119,0002.70%
Equitable Holdings, Inc. 342,050$72,436,0002.60%
AFT, FORSYTH & COMPANY, INC. 9,590$2,030,899,0002.04%
White Lighthouse Investment Management Inc. 20,337$4,307,0001.80%
View complete list of ISHARES TR shareholders