ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 210 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,395 | -81.7% | 197 | -81.2% | 0.01% | -83.1% |
| Q2 2023 | $411,837 | +20.0% | 1,048 | +1.9% | 0.06% | +7.3% |
| Q1 2023 | $343,102 | +16.6% | 1,028 | -2.2% | 0.06% | -5.2% |
| Q4 2022 | $294,349 | -25.1% | 1,051 | -26.0% | 0.06% | -30.1% |
| Q3 2022 | $393,000 | -6.0% | 1,421 | +0.1% | 0.08% | -5.7% |
| Q2 2022 | $418,000 | -31.8% | 1,419 | -8.7% | 0.09% | -21.4% |
| Q1 2022 | $613,000 | +0.7% | 1,555 | +0.2% | 0.11% | +13.1% |
| Q4 2021 | $609,000 | -10.4% | 1,552 | -7.5% | 0.10% | -18.9% |
| Q3 2021 | $680,000 | 0.0% | 1,678 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $680,000 | -1.4% | 1,678 | -12.2% | 0.12% | -10.3% |
| Q1 2021 | $690,000 | +74.7% | 1,911 | +69.1% | 0.14% | +65.9% |
| Q4 2020 | $395,000 | -61.8% | 1,130 | -66.2% | 0.08% | -71.5% |
| Q3 2020 | $1,035,000 | +28.3% | 3,348 | +15.8% | 0.29% | +4.0% |
| Q2 2020 | $807,000 | +229.4% | 2,892 | +150.2% | 0.28% | +2670.0% |
| Q1 2020 | $245,000 | -16.9% | 1,156 | -5.2% | 0.01% | -67.7% |
| Q4 2019 | $295,000 | -96.6% | 1,220 | +1642.9% | 0.03% | +181.8% |
| Q4 2016 | $8,667,000 | – | 70 | – | 0.01% | – |
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% |