Cassady Schiller Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 278 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,590
-2.7%
250.0%0.01%0.0%
Q2 2023$9,859
+15.8%
250.0%0.01%
+25.0%
Q1 2023$8,515
+21.2%
250.0%0.00%0.0%
Q4 2022$7,026250.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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