WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 273 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$323,482
-0.6%
846
+2.1%
0.16%
+2.5%
Q2 2023$325,504
+34.7%
829
+16.4%
0.16%
+24.4%
Q1 2023$241,628
-11.8%
712
+13.9%
0.13%
-20.1%
Q4 2021$274,000
+953.8%
625
+876.6%
0.16%
+893.8%
Q3 2021$26,000640.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 114,825$40,169,00016.19%
JGP Wealth Management, LLC 114,927$42,276,0009.80%
Brouwer & Janachowski, LLC 158,296$55,377,0009.73%
Mathes Company, Inc. 35,015$12,249,0004.97%
Provident Wealth Management, LLC 11,209$3,921,0004.56%
Legacy Financial Strategies, LLC 23,482$8,215,0004.19%
Equitable Holdings, Inc. 491,977$172,108,0003.92%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 62,417$21,835,3393.68%
Apexium Financial, LP 12,789$4,474,0003.54%
Horst & Graben Wealth Management LLC 26,174$9,156,0003.16%
View complete list of ISHARES TR shareholders