Phoenix Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 240 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
Phoenix Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$36,000
-2.7%
900.0%0.03%0.0%
Q2 2021$37,000
+12.1%
900.0%0.03%
+3.8%
Q1 2021$33,000
+6.5%
900.0%0.03%
+8.3%
Q4 2020$31,000900.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 46,458$18,753,00029.22%
Brouwer & Janachowski, LLC 163,913$66,163,00011.54%
Mathes Company, Inc. 33,663$13,588,0005.04%
GM Advisory Group, LLC 122,292$49,363,0004.98%
Legacy Financial Strategies, LLC 26,085$10,529,0004.95%
Apexium Financial, LP 14,463$5,838,0003.37%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 165,149$66,662,0003.26%
Equitable Holdings, Inc. 463,650$187,152,0003.19%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 68,231$27,541,4433.14%
Destination Wealth Management 163,722$66,086,0002.57%
View complete list of ISHARES TR shareholders