BAKER TILLY WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 214 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$488,225
-11.4%
11,278
-3.9%
0.08%
+37.9%
Q2 2023$551,099
-11.2%
11,738
-9.7%
0.06%
-17.1%
Q1 2023$620,386
-4.4%
13,006
-8.2%
0.07%
-12.5%
Q4 2022$649,140
-27.7%
14,161
-34.0%
0.08%
-34.4%
Q3 2022$898,000
-10.5%
21,4610.0%0.12%
-7.6%
Q2 2022$1,003,000
-8.2%
21,4610.0%0.13%
+9.1%
Q1 2022$1,092,000
+5.6%
21,461
-1.3%
0.12%
+9.0%
Q4 2021$1,034,000
+2.0%
21,736
-1.6%
0.11%
-17.2%
Q3 2021$1,014,000
+1.1%
22,0950.0%0.13%
-17.3%
Q2 2021$1,003,000
+2.9%
22,095
+2.1%
0.16%
-19.0%
Q1 2021$975,000
+272.1%
21,636
+261.2%
0.20%
+146.9%
Q4 2020$262,0005,9900.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,318,356$44,429,00011.16%
MD Financial Management Inc. 3,221,865$140,828,0004.45%
Forefront Analytics, LLC 189,687$8,296,0003.60%
Independent Order of Foresters 103,123$4,508,0002.65%
Money Design Co.,Ltd. 354,882$15,554,0001.78%
Tacita Capital Inc 60,230$2,633,0001.73%
Capstone Financial Advisors, Inc. 413,473$18,073,0001.72%
FIRST MERCANTILE TRUST CO 324,762$14,195,0001.61%
SVB Investment Services Inc. 46,905$2,050,0001.59%
Curi Wealth Management, LLC 40,785$1,782,0001.29%
View complete list of ISHARES TR shareholders