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

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 285 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.42 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 Q1 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 111,722$31,186,00016.25%
JGP Wealth Management, LLC 111,345$32,485,0009.55%
Mathes Company, Inc. 35,120$9,803,0004.88%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 174,304$48,655,0003.45%
Provident Wealth Management, LLC 11,160$3,115,0003.43%
Brouwer & Janachowski, LLC 65,203$18,201,0003.39%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 55,038$15,363,3073.28%
Destination Wealth Management 200,930$56,088,0003.03%
Equitable Holdings, Inc. 340,050$94,922,0002.73%
Silversage Advisors 9,073$2,344,0002.43%
View complete list of ISHARES TR shareholders