ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 158 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116,944 | -2.7% | 306 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $120,215 | +15.8% | 306 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $103,831 | +21.2% | 306 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $85,680 | +0.8% | 306 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $85,000 | -5.6% | 306 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $90,000 | -24.4% | 306 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $119,000 | -11.2% | 306 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $134,000 | +8.1% | 306 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $124,000 | 0.0% | 306 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $124,000 | +6100.0% | 306 | +2960.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | – | 10 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
| Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
| Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
| Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
| AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
| WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
| Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
| Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |