ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 257 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $607,569 | +15.4% | 7,050 | +500.0% | 0.02% | 0.0% |
| Q4 2023 | $526,612 | +17.3% | 1,175 | 0.0% | 0.02% | +5.9% |
| Q3 2023 | $449,062 | -2.7% | 1,175 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $461,623 | +15.8% | 1,175 | 0.0% | 0.02% | +13.3% |
| Q1 2023 | $398,701 | +21.2% | 1,175 | 0.0% | 0.02% | +15.4% |
| Q4 2022 | $329,000 | +1.3% | 1,175 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $324,782 | -13.1% | 1,175 | -7.5% | 0.01% | -6.7% |
| Q2 2022 | $373,875 | +62005.5% | 1,270 | -18.1% | 0.02% | -25.0% |
| Q1 2022 | $602 | -99.9% | 1,550 | -1.9% | 0.02% | -4.8% |
| Q4 2021 | $694,000 | +7.4% | 1,580 | -1.2% | 0.02% | -4.5% |
| Q3 2021 | $646,000 | +1.6% | 1,600 | +1.6% | 0.02% | +4.8% |
| Q2 2021 | $636,000 | +12.0% | 1,575 | 0.0% | 0.02% | +5.0% |
| Q1 2021 | $568,000 | +3.1% | 1,575 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $551,000 | +13.1% | 1,575 | 0.0% | 0.02% | +5.0% |
| Q3 2020 | $487,000 | +10.7% | 1,575 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $440,000 | – | 1,575 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gray Foundation | 522,084 | $49,237,742 | 15.06% |
| Fairscale Capital, LLC | 78,482 | $7,648,856 | 6.79% |
| Stuart Chaussee & Associates, Inc. | 234,646 | $22,129,464 | 6.09% |
| Legacy Financial Strategies, LLC | 262,305 | $25,315,021 | 6.08% |
| Mathes Company, Inc. | 163,358 | $15,406 | 5.59% |
| Dynamic Wealth Strategies, LLC | 65,922 | $6,217 | 5.34% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,783,263 | $168,179,523 | 4.21% |
| Portfolio Strategies, Inc. | 308,821 | $29,113,693 | 3.97% |
| CIC Wealth, LLC | 102,321 | $9,649,924 | 2.66% |
| AFT, FORSYTH & COMPANY, INC. | 56,243 | $5,304,321 | 2.60% |