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 | $2,198,402 | -5.0% | 5,752 | -2.3% | 0.06% | -4.8% |
| Q2 2023 | $2,313,324 | +12.5% | 5,888 | -2.9% | 0.06% | +8.8% |
| Q1 2023 | $2,056,648 | +23.8% | 6,061 | +2.2% | 0.06% | +11.8% |
| Q4 2022 | $1,661,162 | +7.2% | 5,933 | +5.9% | 0.05% | -7.3% |
| Q3 2022 | $1,549,000 | -1.3% | 5,603 | +5.2% | 0.06% | +1.9% |
| Q2 2022 | $1,569,000 | -27.1% | 5,328 | -3.8% | 0.05% | -14.3% |
| Q1 2022 | $2,153,000 | -17.9% | 5,539 | -7.2% | 0.06% | -16.0% |
| Q4 2021 | $2,621,000 | +10.9% | 5,969 | +2.0% | 0.08% | 0.0% |
| Q3 2021 | $2,363,000 | +5.9% | 5,853 | +5.9% | 0.08% | +7.1% |
| Q2 2021 | $2,232,000 | +13.5% | 5,525 | +1.3% | 0.07% | -4.1% |
| Q1 2021 | $1,967,000 | +3.1% | 5,452 | +0.0% | 0.07% | -5.2% |
| Q4 2020 | $1,907,000 | +7.5% | 5,451 | -5.1% | 0.08% | -7.2% |
| Q3 2020 | $1,774,000 | +10.0% | 5,741 | -0.6% | 0.08% | -6.7% |
| Q2 2020 | $1,613,000 | +30.9% | 5,778 | -0.7% | 0.09% | +9.9% |
| Q1 2020 | $1,232,000 | -12.4% | 5,817 | +0.1% | 0.08% | +9.5% |
| Q4 2019 | $1,407,000 | +43.9% | 5,810 | +28.1% | 0.07% | +23.3% |
| Q3 2019 | $978,000 | 0.0% | 4,537 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $978,000 | +33.6% | 4,537 | +27.9% | 0.06% | +17.6% |
| Q1 2019 | $732,000 | +56.7% | 3,547 | +30.5% | 0.05% | +24.4% |
| Q4 2018 | $467,000 | -17.9% | 2,719 | 0.0% | 0.04% | -2.4% |
| Q3 2018 | $569,000 | +2.0% | 2,719 | -0.9% | 0.04% | -2.3% |
| Q2 2018 | $558,000 | +14.8% | 2,744 | +1.3% | 0.04% | +10.3% |
| Q1 2018 | $486,000 | +53.8% | 2,709 | +44.6% | 0.04% | +39.3% |
| Q4 2017 | $316,000 | +88.1% | 1,873 | +73.1% | 0.03% | +47.4% |
| Q3 2017 | $168,000 | +740.0% | 1,082 | +672.9% | 0.02% | +533.3% |
| Q2 2017 | $20,000 | -97.5% | 140 | -97.8% | 0.00% | -98.0% |
| Q3 2016 | $800,000 | +193.0% | 6,468 | +160.4% | 0.15% | +141.9% |
| Q2 2016 | $273,000 | -47.8% | 2,484 | -47.4% | 0.06% | -56.6% |
| Q1 2016 | $523,000 | -40.9% | 4,723 | -40.9% | 0.14% | -49.8% |
| Q4 2015 | $885,000 | +20.2% | 7,996 | +9.0% | 0.28% | +28.4% |
| Q3 2015 | $736,000 | +31.2% | 7,334 | +36.0% | 0.22% | +34.5% |
| Q2 2015 | $561,000 | +162.1% | 5,393 | +160.9% | 0.16% | +179.7% |
| Q1 2015 | $214,000 | +397.7% | 2,067 | +381.8% | 0.06% | +353.8% |
| Q4 2014 | $43,000 | – | 429 | – | 0.01% | – |
Download | ||||||
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% |