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 | $1,727,490 | -1.0% | 4,520 | +1.7% | 0.28% | -0.7% |
| Q2 2023 | $1,745,559 | +36.6% | 4,443 | +17.9% | 0.28% | +20.3% |
| Q1 2023 | $1,278,211 | +16.9% | 3,767 | -3.5% | 0.24% | +7.3% |
| Q4 2022 | $1,093,046 | +102.8% | 3,904 | +100.3% | 0.22% | +89.7% |
| Q3 2022 | $539,000 | -1.8% | 1,949 | +4.5% | 0.12% | -3.3% |
| Q2 2022 | $549,000 | -61.4% | 1,865 | -49.0% | 0.12% | -54.7% |
| Q1 2022 | $1,422,000 | -17.6% | 3,660 | -6.9% | 0.26% | -16.4% |
| Q4 2021 | $1,726,000 | +8.6% | 3,932 | -0.1% | 0.32% | +1.0% |
| Q3 2021 | $1,589,000 | +3.7% | 3,936 | +3.8% | 0.31% | +0.3% |
| Q2 2021 | $1,532,000 | +34.3% | 3,793 | +20.0% | 0.31% | +16.8% |
| Q1 2021 | $1,141,000 | -19.9% | 3,162 | -22.3% | 0.27% | -20.9% |
| Q4 2020 | $1,424,000 | +38.0% | 4,071 | +21.9% | 0.34% | +5.9% |
| Q3 2020 | $1,032,000 | -0.9% | 3,340 | -10.5% | 0.32% | -14.2% |
| Q2 2020 | $1,041,000 | – | 3,730 | – | 0.37% | – |
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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% |