ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $95,014 | +17.3% | 212 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $81,022 | -2.7% | 212 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $83,288 | +15.8% | 212 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $71,936 | +21.2% | 212 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $59,360 | +0.6% | 212 | 0.0% | 0.01% | -37.5% |
| Q3 2022 | $59,000 | -4.8% | 212 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $62,000 | -24.4% | 212 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $82,000 | -11.8% | 212 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $93,000 | +8.1% | 212 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $86,000 | 0.0% | 212 | 0.0% | 0.01% | +11.1% |
| Q2 2021 | $86,000 | +11.7% | 212 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $77,000 | +4.1% | 212 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $74,000 | +12.1% | 212 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $66,000 | +11.9% | 212 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $59,000 | +31.1% | 212 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $45,000 | -55.0% | 212 | -48.5% | 0.01% | -42.9% |
| Q4 2019 | $100,000 | +12.4% | 412 | 0.0% | 0.01% | +7.7% |
| Q3 2019 | $89,000 | 0.0% | 412 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $89,000 | +4.7% | 412 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $85,000 | +19.7% | 412 | 0.0% | 0.01% | +8.3% |
| Q4 2018 | $71,000 | -17.4% | 412 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $86,000 | – | 412 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 41,850 | $16,780,971 | 5.39% |
| Stuart Chaussee & Associates, Inc. | 41,123 | $15,716,388 | 5.22% |
| Mathes Company, Inc. | 27,453 | $10,492 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 9,878 | $3,775,386 | 3.02% |
| AFT, FORSYTH & COMPANY, INC. | 9,543 | $3,647,249 | 2.67% |
| CIC Wealth, LLC | 18,957 | $7,244,879 | 2.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 189,336 | $72,361 | 2.45% |
| Milestone Advisory Partners | 6,753 | $2,580,862 | 2.15% |
| Equitable Holdings, Inc. | 379,950 | $145,209,291 | 2.08% |
| Campion Asset Management | 5,825 | $2,226,199 | 2.06% |