Western Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 236 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$250,746
-10.9%
5,792
-3.3%
0.02%
-12.5%
Q2 2023$281,336
-0.9%
5,992
+0.7%
0.02%
-7.7%
Q1 2023$283,923
+4.9%
5,952
+0.8%
0.03%
-7.1%
Q4 2022$270,559
-45.0%
5,902
-49.8%
0.03%0.0%
Q3 2022$492,000
-10.5%
11,7670.0%0.03%
-12.5%
Q2 2022$550,000
-11.0%
11,767
-3.3%
0.03%
+6.7%
Q1 2022$618,000
+85.0%
12,164
+74.9%
0.03%
-9.1%
Q4 2021$334,000
+12.1%
6,953
+6.5%
0.03%
+6.5%
Q2 2021$298,0006,5300.03%
Other shareholders
ISHARES TR shareholders Q1 2022
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