ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 257 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $478,000 | +9.4% | 5,070 | 0.0% | 0.04% | +4.7% |
| Q1 2024 | $436,933 | +15.4% | 5,070 | +500.0% | 0.04% | +4.9% |
| Q4 2023 | $378,713 | +17.3% | 845 | 0.0% | 0.04% | +2.5% |
| Q3 2023 | $322,943 | -2.7% | 845 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $331,976 | +16.1% | 845 | 0.0% | 0.04% | +5.3% |
| Q1 2023 | $286,000 | +20.9% | 845 | 0.0% | 0.04% | +11.8% |
| Q4 2022 | $236,600 | +1.1% | 845 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $234,000 | -28.7% | 845 | 0.0% | 0.03% | -22.7% |
| Q1 2022 | $328,000 | -11.6% | 845 | 0.0% | 0.04% | -12.0% |
| Q4 2021 | $371,000 | +8.8% | 845 | 0.0% | 0.05% | +6.4% |
| Q3 2021 | $341,000 | 0.0% | 845 | 0.0% | 0.05% | -13.0% |
| Q2 2021 | $341,000 | +11.8% | 845 | 0.0% | 0.05% | +10.2% |
| Q1 2021 | $305,000 | +3.0% | 845 | 0.0% | 0.05% | -3.9% |
| Q4 2020 | $296,000 | +13.4% | 845 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $261,000 | +10.6% | 845 | 0.0% | 0.05% | +2.0% |
| Q2 2020 | $236,000 | +15.1% | 845 | 0.0% | 0.05% | +6.4% |
| Q4 2019 | $205,000 | – | 845 | – | 0.05% | – |
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% |