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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,372 | -4.9% | 218 | -2.2% | 0.00% | 0.0% |
| Q2 2023 | $87,668 | +15.8% | 223 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $75,701 | +121998.4% | 223 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $62 | -99.9% | 223 | -1.3% | 0.00% | 0.0% |
| Q3 2022 | $62,000 | -6.1% | 226 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $66,000 | -25.0% | 226 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $88,000 | +31.3% | 226 | +47.7% | 0.00% | 0.0% |
| Q4 2021 | $67,000 | +8.1% | 153 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $62,000 | -45.6% | 152 | -46.1% | 0.00% | -33.3% |
| Q2 2021 | $114,000 | +11.8% | 282 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $102,000 | +96.2% | 282 | +91.8% | 0.00% | +50.0% |
| Q4 2020 | $52,000 | +13.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $46,000 | +12.2% | 147 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $41,000 | +32.3% | 147 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $31,000 | -13.9% | 147 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $36,000 | +260.0% | 147 | +194.0% | 0.00% | – |
| Q3 2018 | $10,000 | – | 50 | – | 0.00% | – |
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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% |