Tyler-Stone Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 269 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.60 and the average weighting 0.3%.

Quarter-by-quarter ownership
Tyler-Stone Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$493
+2.5%
1,290
+5.3%
0.28%
+3.3%
Q2 2023$481
+45.8%
1,225
+4.1%
0.27%
+21.4%
Q4 2022$330
-99.9%
1,177
+0.2%
0.22%
-9.7%
Q3 2022$325,000
-4.1%
1,175
+2.2%
0.25%
+9.7%
Q2 2022$339,000
-23.6%
1,150
+0.7%
0.23%
-7.4%
Q1 2022$444,000
+23.0%
1,142
+38.8%
0.24%
+27.7%
Q4 2021$361,0008230.19%
Other shareholders
ISHARES TR shareholders Q2 2022
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