Total Wealth Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 214 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,532,724
-2.1%
81,606
+6.2%
0.72%
-3.9%
Q2 2023$3,607,920
-1.2%
76,846
+0.4%
0.75%
-6.7%
Q1 2023$3,651,446
+5.4%
76,550
+1.3%
0.80%
-6.3%
Q4 2022$3,465,240
+206.4%
75,594
+179.7%
0.86%
+167.6%
Q3 2022$1,131,000
+1.6%
27,029
+13.5%
0.32%
-0.3%
Q2 2022$1,113,000
-13.3%
23,816
-5.6%
0.32%
-7.2%
Q1 2022$1,284,000
-21.4%
25,240
-30.7%
0.35%
-65.6%
Q4 2021$1,633,000
+30.5%
36,429
+33.7%
1.01%
+122.2%
Q3 2021$1,251,000
-0.9%
27,244
-2.0%
0.45%
-8.3%
Q2 2021$1,262,000
-7.1%
27,814
-7.7%
0.50%
-14.1%
Q1 2021$1,358,000
+2.1%
30,133
-1.0%
0.58%
-6.3%
Q4 2020$1,330,000
+12.4%
30,423
-0.7%
0.62%
+0.2%
Q3 2020$1,183,000
-0.3%
30,652
-1.1%
0.61%
-6.7%
Q2 2020$1,187,000
+59.3%
30,992
+42.2%
0.66%
+35.7%
Q1 2020$745,000
-56.2%
21,801
-38.6%
0.48%
-46.5%
Q4 2019$1,700,000
+3.4%
35,483
+0.3%
0.91%
-2.9%
Q3 2019$1,644,000
+1.4%
35,374
+0.8%
0.93%
-2.5%
Q2 2019$1,622,000
-0.7%
35,100
-3.6%
0.96%
-5.1%
Q1 2019$1,633,000
+6.8%
36,429
-6.2%
1.01%
-4.6%
Q4 2018$1,529,00038,8171.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,318,356$44,429,00011.16%
MD Financial Management Inc. 3,221,865$140,828,0004.45%
Forefront Analytics, LLC 189,687$8,296,0003.60%
Independent Order of Foresters 103,123$4,508,0002.65%
Money Design Co.,Ltd. 354,882$15,554,0001.78%
Tacita Capital Inc 60,230$2,633,0001.73%
Capstone Financial Advisors, Inc. 413,473$18,073,0001.72%
FIRST MERCANTILE TRUST CO 324,762$14,195,0001.61%
SVB Investment Services Inc. 46,905$2,050,0001.59%
Curi Wealth Management, LLC 40,785$1,782,0001.29%
View complete list of ISHARES TR shareholders