Western Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 395 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$228,671
-23.8%
661
-44.5%
0.02%
+17.6%
Q3 2022$300,000
-9.1%
1,192
-2.3%
0.02%
-10.5%
Q2 2022$330,000
-56.7%
1,220
-44.9%
0.02%
-48.6%
Q1 2022$763,000
+47.3%
2,214
+70.2%
0.04%
-27.5%
Q4 2021$518,000
+21.9%
1,301
+19.1%
0.05%
+15.9%
Q2 2021$425,000
-42.2%
1,092
-49.3%
0.04%
-55.6%
Q1 2021$735,000
-33.1%
2,154
-30.5%
0.10%
-38.5%
Q4 2020$1,098,000
+23.0%
3,101
+8.0%
0.16%
+10.3%
Q3 2020$893,000
-3.6%
2,870
-11.9%
0.15%
-13.1%
Q2 2020$926,000
+45.6%
3,257
+8.2%
0.17%
+15.1%
Q1 2020$636,000
-10.5%
3,011
-1.4%
0.15%
+35.2%
Q4 2019$711,000
-78.5%
3,053
-80.5%
0.11%
-84.3%
Q3 2019$3,308,000
+1.8%
15,624
+5.0%
0.69%
+61.1%
Q2 2019$3,250,000
+3.1%
14,880
-0.5%
0.43%
-39.1%
Q1 2019$3,151,000
+280.1%
14,952
+213.8%
0.70%
+214.3%
Q4 2018$829,0004,7650.22%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders