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 | $455,176 | +7.6% | 1,191 | +10.6% | 0.01% | 0.0% |
| Q2 2023 | $423,121 | +21.4% | 1,077 | +4.9% | 0.01% | +11.1% |
| Q1 2023 | $348,482 | -0.0% | 1,027 | -17.5% | 0.01% | 0.0% |
| Q4 2022 | $348,600 | +0.8% | 1,245 | -0.6% | 0.01% | -10.0% |
| Q3 2022 | $346,000 | -40.0% | 1,253 | -36.0% | 0.01% | -33.3% |
| Q2 2022 | $577,000 | -26.3% | 1,959 | -2.7% | 0.02% | -11.8% |
| Q1 2022 | $783,000 | -7.0% | 2,014 | +5.1% | 0.02% | -10.5% |
| Q4 2021 | $842,000 | +9.5% | 1,917 | +0.7% | 0.02% | -5.0% |
| Q3 2021 | $769,000 | +3.6% | 1,904 | +3.7% | 0.02% | +11.1% |
| Q2 2021 | $742,000 | +20.5% | 1,836 | +7.5% | 0.02% | +5.9% |
| Q1 2021 | $616,000 | -9.5% | 1,708 | -12.3% | 0.02% | -15.0% |
| Q4 2020 | $681,000 | +82.6% | 1,947 | +61.4% | 0.02% | +66.7% |
| Q3 2020 | $373,000 | +44.0% | 1,206 | +30.1% | 0.01% | +33.3% |
| Q2 2020 | $259,000 | +45.5% | 927 | +9.1% | 0.01% | +12.5% |
| Q3 2018 | $178,000 | +97.8% | 850 | +70.0% | 0.01% | +100.0% |
| Q1 2018 | $90,000 | – | 500 | – | 0.00% | – |
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% |