Houlihan Financial Resource Group, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
Houlihan Financial Resource Group, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,180
+12.7%
3,117
+1.1%
0.63%
+10.7%
Q1 2023$1,047
+5.2%
3,084
-9.7%
0.57%
-0.5%
Q4 2022$995
-99.9%
3,417
-0.5%
0.57%
-2.9%
Q3 2022$971,000
-20.5%
3,434
-8.5%
0.59%
-16.2%
Q3 2020$1,221,000
+36.0%
3,751
-11.5%
0.70%
-9.7%
Q1 2020$898,000
-7.3%
4,240
+6.0%
0.78%
+24.6%
Q4 2019$969,0004,0000.63%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Brouwer & Janachowski, LLC 163,723$66,141,00011.49%
Stuart Chaussee & Associates, Inc. 46,533$18,798,0008.31%
GM Advisory Group, LLC 118,360$47,815,0004.90%
Mathes Company, Inc. 33,688$13,609,0004.90%
Legacy Financial Strategies, LLC 25,250$10,201,0004.89%
Apexium Financial, LP 13,894$5,615,0003.49%
Equitable Holdings, Inc. 474,150$191,547,0003.30%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 66,457$26,847,2993.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 169,409$68,438,0003.07%
Campion Asset Management 7,985$3,226,0002.68%
View complete list of ISHARES TR shareholders