ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 247 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63 | -3.1% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $65 | +20.4% | 166 | +4.4% | 0.00% | +33.3% |
| Q1 2023 | $54 | +20.0% | 159 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $45 | -99.8% | 159 | +120.8% | 0.00% | +200.0% |
| Q3 2022 | $20,000 | -4.8% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -25.0% | 72 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $28,000 | -12.5% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $32,000 | +10.3% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +11.5% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | +4.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | +13.6% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | +10.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $20,000 | +33.3% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -11.8% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +13.3% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | -6.2% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | +14.3% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,000 | – | 72 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
| Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
| Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
| WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
| Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
| AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
| Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |