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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $368,512 | -23.5% | 938 | -45.5% | 0.00% | – |
| Q4 2022 | $481,880 | -80.9% | 1,721 | -81.1% | 0.00% | -100.0% |
| Q3 2022 | $2,521,000 | -54.8% | 9,120 | -28.2% | 0.00% | -50.0% |
| Q4 2021 | $5,576,000 | +8.8% | 12,700 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,126,000 | -78.5% | 12,700 | -78.4% | 0.00% | -77.8% |
| Q2 2021 | $23,794,000 | +12.0% | 58,900 | 0.0% | 0.01% | -18.2% |
| Q1 2021 | $21,254,000 | -5.4% | 58,900 | -8.3% | 0.01% | 0.0% |
| Q4 2020 | $22,459,000 | +13.2% | 64,200 | 0.0% | 0.01% | -8.3% |
| Q3 2020 | $19,842,000 | +10.7% | 64,200 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $17,921,000 | +1593.9% | 64,200 | +1185.5% | 0.01% | +1200.0% |
| Q1 2020 | $1,058,000 | -89.7% | 4,994 | -89.5% | 0.00% | -94.1% |
| Q3 2019 | $10,284,000 | +400.2% | 47,387 | +397.0% | 0.02% | +325.0% |
| Q2 2019 | $2,056,000 | -18.1% | 9,534 | -21.7% | 0.00% | 0.0% |
| Q1 2019 | $2,511,000 | +108.7% | 12,176 | +73.7% | 0.00% | +33.3% |
| Q4 2018 | $1,203,000 | -51.2% | 7,008 | -45.2% | 0.00% | -50.0% |
| Q2 2018 | $2,466,000 | -32.0% | 12,786 | -36.8% | 0.01% | -33.3% |
| Q1 2018 | $3,629,000 | +142.7% | 20,224 | +128.3% | 0.01% | +125.0% |
| Q4 2017 | $1,495,000 | -67.2% | 8,860 | -76.0% | 0.00% | -81.8% |
| Q3 2016 | $4,562,000 | +55.2% | 36,909 | +38.0% | 0.02% | +46.7% |
| Q2 2016 | $2,940,000 | +66.9% | 26,736 | +67.9% | 0.02% | +50.0% |
| Q1 2016 | $1,762,000 | -52.6% | 15,921 | -52.6% | 0.01% | -56.5% |
| Q4 2015 | $3,721,000 | +81.2% | 33,617 | +69.6% | 0.02% | +76.9% |
| Q2 2015 | $2,053,000 | -43.7% | 19,820 | -43.9% | 0.01% | -53.6% |
| Q1 2015 | $3,647,000 | +118.8% | 35,359 | +101.9% | 0.03% | +33.3% |
| Q2 2014 | $1,667,000 | – | 17,513 | – | 0.02% | – |
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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% |