ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 278 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $584,735 | -2.7% | 1,530 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $601,091 | +15.8% | 1,530 | 0.0% | 0.01% | +20.0% |
| Q1 2023 | $519,159 | +21.2% | 1,530 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $428,400 | +1.3% | 1,530 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $423,000 | -6.0% | 1,530 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $450,000 | -24.4% | 1,530 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $595,000 | -11.5% | 1,530 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $672,000 | +8.7% | 1,530 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $618,000 | 0.0% | 1,530 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $618,000 | +12.0% | 1,530 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $552,000 | +3.2% | 1,530 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $535,000 | +13.1% | 1,530 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $473,000 | +10.8% | 1,530 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $427,000 | +31.8% | 1,530 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $324,000 | -12.4% | 1,530 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $370,000 | +11.4% | 1,530 | 0.0% | 0.01% | +11.1% |
| Q3 2019 | $332,000 | +0.6% | 1,530 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $330,000 | +4.4% | 1,530 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $316,000 | +20.2% | 1,530 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $263,000 | – | 1,530 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
| Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
| Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
| WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
| Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
| AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
| Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |