Curi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 196 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
Curi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$269,000
-92.0%
5,294
-92.5%
0.05%
-91.9%
Q4 2021$3,365,000
+11.6%
70,709
+7.7%
0.58%
-58.1%
Q3 2021$3,014,000
+10.2%
65,676
+8.9%
1.39%
+1.1%
Q2 2021$2,735,000
+24.4%
60,290
+23.6%
1.37%
-1.5%
Q1 2021$2,198,000
+23.3%
48,775
+19.6%
1.39%
+8.1%
Q4 2020$1,782,00040,7851.29%
Other shareholders
ISHARES TR shareholders Q4 2020
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