ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 256 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $547,327 | +8.2% | 1,432 | +11.2% | 0.00% | -25.0% |
Q2 2023 | $506,040 | +15.8% | 1,288 | 0.0% | 0.00% | +33.3% |
Q1 2023 | $437,055 | +12.6% | 1,288 | -7.1% | 0.00% | 0.0% |
Q4 2022 | $388,077 | +1.3% | 1,386 | 0.0% | 0.00% | -40.0% |
Q3 2022 | $383,000 | -7.0% | 1,386 | -0.9% | 0.01% | 0.0% |
Q2 2022 | $412,000 | -29.6% | 1,398 | -7.2% | 0.01% | -28.6% |
Q1 2022 | $585,000 | -9.7% | 1,506 | +2.0% | 0.01% | -12.5% |
Q4 2021 | $648,000 | +10.8% | 1,476 | +1.9% | 0.01% | 0.0% |
Q3 2021 | $585,000 | +29.7% | 1,448 | +29.7% | 0.01% | +33.3% |
Q2 2021 | $451,000 | +24.2% | 1,116 | +11.2% | 0.01% | -25.0% |
Q1 2021 | $363,000 | -4.0% | 1,004 | -7.0% | 0.01% | -11.1% |
Q4 2020 | $378,000 | -5.7% | 1,080 | -16.8% | 0.01% | -10.0% |
Q3 2020 | $401,000 | +15.9% | 1,298 | +4.8% | 0.01% | +11.1% |
Q2 2020 | $346,000 | +41.2% | 1,239 | +7.0% | 0.01% | +12.5% |
Q1 2020 | $245,000 | -15.2% | 1,158 | -3.1% | 0.01% | 0.0% |
Q4 2019 | $289,000 | +19.4% | 1,195 | +7.4% | 0.01% | +14.3% |
Q3 2019 | $242,000 | -1.6% | 1,113 | -2.0% | 0.01% | -12.5% |
Q2 2019 | $246,000 | +6.5% | 1,136 | +1.7% | 0.01% | 0.0% |
Q1 2019 | $231,000 | – | 1,117 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |