Ancora Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 360 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.21 and the average weighting 0.3%.

Quarter-by-quarter ownership
Ancora Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$123,651
+9.5%
1,3110.0%0.00%0.0%
Q1 2024$112,970
+15.4%
1,311
+501.4%
0.00%
+50.0%
Q4 2023$97,897
+17.4%
2180.0%0.00%0.0%
Q3 2023$83,372
-4.9%
218
-2.2%
0.00%0.0%
Q2 2023$87,668
+15.8%
2230.0%0.00%0.0%
Q1 2023$75,701
+121998.4%
2230.0%0.00%0.0%
Q4 2022$62
-99.9%
223
-1.3%
0.00%0.0%
Q3 2022$62,000
-6.1%
2260.0%0.00%0.0%
Q2 2022$66,000
-25.0%
2260.0%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%
2820.0%0.00%0.0%
Q1 2021$102,000
+96.2%
282
+91.8%
0.00%
+50.0%
Q4 2020$52,000
+13.0%
1470.0%0.00%0.0%
Q3 2020$46,000
+12.2%
1470.0%0.00%0.0%
Q2 2020$41,000
+32.3%
1470.0%0.00%
+100.0%
Q1 2020$31,000
-13.9%
1470.0%0.00%0.0%
Q4 2019$36,000
+260.0%
147
+194.0%
0.00%
Q3 2018$10,000500.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Gray Foundation 522,084$49,237,74215.06%
Fairscale Capital, LLC 78,482$7,648,8566.79%
Stuart Chaussee & Associates, Inc. 234,646$22,129,4646.09%
Legacy Financial Strategies, LLC 262,305$25,315,0216.08%
Mathes Company, Inc. 163,358$15,4065.59%
Dynamic Wealth Strategies, LLC 65,922$6,2175.34%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,783,263$168,179,5234.21%
Portfolio Strategies, Inc. 308,821$29,113,6933.97%
CIC Wealth, LLC 102,321$9,649,9242.66%
AFT, FORSYTH & COMPANY, INC. 56,243$5,304,3212.60%
View complete list of ISHARES TR shareholders