ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 337 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $942,157 | +9.4% | 9,990 | 0.0% | 0.22% | +9.5% |
| Q1 2024 | $860,938 | +15.4% | 9,990 | +500.0% | 0.20% | -5.7% |
| Q4 2023 | $746,220 | +17.3% | 1,665 | 0.0% | 0.21% | -2.3% |
| Q3 2023 | $636,330 | -2.7% | 1,665 | 0.0% | 0.22% | +1.4% |
| Q2 2023 | $654,129 | +15.8% | 1,665 | 0.0% | 0.21% | +29.1% |
| Q1 2023 | $564,968 | +21.2% | 1,665 | 0.0% | 0.16% | -14.1% |
| Q4 2022 | $466,200 | +1.3% | 1,665 | 0.0% | 0.19% | +0.5% |
| Q3 2022 | $460,000 | -6.1% | 1,665 | 0.0% | 0.19% | +6.7% |
| Q2 2022 | $490,000 | -24.3% | 1,665 | 0.0% | 0.18% | -8.2% |
| Q1 2022 | $647,000 | -11.5% | 1,665 | 0.0% | 0.20% | +15.4% |
| Q4 2021 | $731,000 | +8.8% | 1,665 | 0.0% | 0.17% | -16.7% |
| Q3 2021 | $672,000 | -0.1% | 1,665 | 0.0% | 0.20% | -5.1% |
| Q2 2021 | $673,000 | +12.0% | 1,665 | 0.0% | 0.21% | +8.6% |
| Q1 2021 | $601,000 | +3.3% | 1,665 | 0.0% | 0.20% | -3.0% |
| Q4 2020 | $582,000 | +13.0% | 1,665 | 0.0% | 0.20% | -17.1% |
| Q3 2020 | $515,000 | +10.8% | 1,665 | 0.0% | 0.24% | -8.6% |
| Q2 2020 | $465,000 | -8.3% | 1,665 | -30.4% | 0.27% | -36.5% |
| Q1 2020 | $507,000 | -12.4% | 2,392 | 0.0% | 0.42% | +17.5% |
| Q4 2019 | $579,000 | +11.6% | 2,392 | 0.0% | 0.36% | -14.9% |
| Q3 2019 | $519,000 | +0.6% | 2,392 | 0.0% | 0.42% | +2.4% |
| Q2 2019 | $516,000 | – | 2,392 | – | 0.41% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gray Foundation | 522,084 | $49,237,742 | 15.06% |
| Fairscale Capital, LLC | 78,482 | $7,648,856 | 6.79% |
| Stuart Chaussee & Associates, Inc. | 234,646 | $22,129,464 | 6.09% |
| Legacy Financial Strategies, LLC | 262,305 | $25,315,021 | 6.08% |
| Mathes Company, Inc. | 163,358 | $15,406 | 5.59% |
| Dynamic Wealth Strategies, LLC | 65,922 | $6,217 | 5.34% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,783,263 | $168,179,523 | 4.21% |
| Portfolio Strategies, Inc. | 308,821 | $29,113,693 | 3.97% |
| CIC Wealth, LLC | 102,321 | $9,649,924 | 2.66% |
| AFT, FORSYTH & COMPANY, INC. | 56,243 | $5,304,321 | 2.60% |