Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 210 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$223,000
-3.9%
575
+8.5%
0.08%0.0%
Q4 2021$232,000
+12.6%
530
+3.7%
0.08%
+12.0%
Q3 2021$206,000
+3.0%
511
+3.0%
0.08%
-3.8%
Q2 2021$200,000
-7.4%
496
-35.9%
0.08%
-35.0%
Q2 2020$216,0007740.12%
Other shareholders
ISHARES TR shareholders Q3 2020
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