ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 278 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,551,959 | -86.5% | 27,610 | -86.1% | 0.05% | -83.3% |
| Q2 2023 | $78,251,110 | +15.9% | 199,178 | +0.1% | 0.30% | +91.8% |
| Q1 2023 | $67,527,342 | +17.3% | 199,007 | +13.5% | 0.16% | -56.9% |
| Q4 2022 | $57,590,599 | +547.1% | 175,381 | +444.7% | 0.37% | +244.9% |
| Q3 2022 | $8,900,000 | -84.7% | 32,198 | -83.7% | 0.11% | -83.4% |
| Q2 2022 | $58,286,000 | -7.3% | 197,991 | +3.2% | 0.64% | -34.1% |
| Q1 2022 | $62,860,000 | -13.6% | 191,941 | -1.0% | 0.98% | -11.7% |
| Q4 2021 | $72,734,000 | – | 193,933 | – | 1.11% | – |
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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% |