Horst & Graben 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
Horst & Graben Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$629,000
-81.2%
2,138
-75.2%
0.17%
-79.1%
Q1 2022$3,352,000
-23.8%
8,626
-13.9%
0.82%
-25.5%
Q4 2021$4,399,000
-3.0%
10,021
-10.8%
1.10%
-12.0%
Q3 2021$4,537,000
-3.3%
11,240
-3.2%
1.25%
-4.5%
Q2 2021$4,691,000
-41.9%
11,612
-48.1%
1.31%
-48.5%
Q1 2021$8,071,000
-11.9%
22,367
-14.5%
2.54%
-19.5%
Q4 2020$9,156,000
+9.4%
26,174
-3.3%
3.16%
-2.8%
Q3 2020$8,369,00027,0793.25%
Other shareholders
ISHARES TR shareholders Q4 2021
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