Western Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 280 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,553,925$38,071,00011.64%
MD Financial Management Inc. 3,080,836$118,859,0004.80%
Forefront Analytics, LLC 199,104$7,676,0003.58%
Independent Order of Foresters 103,123$3,978,0002.69%
FIRST MERCANTILE TRUST CO 385,191$16,301,0001.96%
Capstone Financial Advisors, Inc. 407,396$15,717,0001.66%
SVB Investment Services Inc. 44,212$1,706,0001.45%
Berkshire Bank 129,715$5,005,0001.33%
Money Design Co.,Ltd. 245,934$9,488,0001.14%
CAPITAL INSIGHT PARTNERS, LLC 99,109$3,824,0001.08%
View complete list of ISHARES TR shareholders