ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 284 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 2024 | $282,930 | +9.4% | 3,000 | 0.0% | 0.01% | +16.7% |
| Q1 2024 | $258,540 | +15.4% | 3,000 | +500.0% | 0.01% | -33.3% |
| Q4 2023 | $224,090 | +2.8% | 500 | -9.9% | 0.01% | -10.0% |
| Q2 2023 | $218,043 | +0.9% | 555 | 0.0% | 0.01% | -44.4% |
| Q1 2022 | $216,000 | -1.8% | 555 | +11.0% | 0.02% | -21.7% |
| Q4 2021 | $220,000 | +8.9% | 500 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $202,000 | 0.0% | 500 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $202,000 | – | 500 | – | 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% |