ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 285 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,822 | -2.7% | 10 | 0.0% | 0.00% | – |
Q2 2023 | $3,929 | +15.8% | 10 | 0.0% | 0.00% | – |
Q1 2023 | $3,393 | +21.2% | 10 | 0.0% | 0.00% | – |
Q4 2022 | $2,800 | -6.7% | 10 | 0.0% | 0.00% | – |
Q3 2022 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – |
Q2 2022 | $3,000 | -97.4% | 10 | -96.6% | 0.00% | -100.0% |
Q1 2022 | $116,000 | -4.9% | 298 | +7.6% | 0.01% | -12.5% |
Q4 2021 | $122,000 | +15.1% | 277 | +5.7% | 0.01% | +14.3% |
Q3 2021 | $106,000 | 0.0% | 262 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $106,000 | +11.6% | 262 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $95,000 | +3.3% | 262 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $92,000 | +13.6% | 262 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $81,000 | +9.5% | 262 | -1.1% | 0.01% | +16.7% |
Q2 2020 | $74,000 | +34.5% | 265 | +1.1% | 0.01% | +20.0% |
Q1 2020 | $55,000 | -12.7% | 262 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $63,000 | +3050.0% | 262 | +2520.0% | 0.01% | – |
Q3 2019 | $2,000 | – | 10 | – | 0.00% | – |
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% |