ZRC WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 256 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
ZRC WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$177,714
-2.7%
4650.0%0.15%
-0.6%
Q2 2023$182,685
+15.8%
4650.0%0.15%
+6.9%
Q1 2023$157,7844650.14%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 42,383$11,715,00027.17%
Mathes Company, Inc. 31,655$8,750,0004.88%
Legacy Financial Strategies, LLC 35,377$9,779,0004.55%
SHELTON WEALTH MANAGEMENT, LLC 12,086$3,341,0002.98%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 196,690$54,367,0002.56%
Equitable Holdings, Inc. 460,750$127,356,0002.49%
AFT, FORSYTH & COMPANY, INC. 9,957$2,752,0002.46%
WestEnd Advisors, LLC 241,520$66,758,0002.24%
Karp Capital Management Corp 42,383$11,715,0002.20%
Destination Wealth Management 168,978$46,707,0001.96%
View complete list of ISHARES TR shareholders