Petix & Botte Co - 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 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.

Quarter-by-quarter ownership
Petix & Botte Co ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$219,000
-16.1%
564
-5.1%
0.07%
-59.0%
Q4 2021$261,000
-45.6%
594
-50.0%
0.17%
+1.8%
Q3 2021$480,000
+100.0%
1,188
+100.0%
0.16%
-2.4%
Q2 2021$240,000
+12.1%
5940.0%0.17%
+5.7%
Q1 2021$214,000
+2.9%
5940.0%0.16%
+1.3%
Q4 2020$208,0005940.16%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 67,335$14,260,00013.49%
JGP Wealth Management, LLC 77,256$17,284,0006.12%
Mathes Company, Inc. 36,300$7,687,0005.11%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 184,137$38,995,0003.11%
Provident Wealth Management, LLC 11,898$2,520,0003.08%
Silversage Advisors 8,951$1,896,0002.77%
Destination Wealth Management 208,334$44,119,0002.70%
Equitable Holdings, Inc. 342,050$72,436,0002.60%
AFT, FORSYTH & COMPANY, INC. 9,590$2,030,899,0002.04%
White Lighthouse Investment Management Inc. 20,337$4,307,0001.80%
View complete list of ISHARES TR shareholders