ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 256 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $284,689 | -8.2% | 839 | -25.2% | 0.01% | -27.3% |
| Q3 2022 | $310,000 | +54.2% | 1,121 | +64.1% | 0.01% | +22.2% |
| Q2 2022 | $201,000 | -49.2% | 683 | -24.4% | 0.01% | -62.5% |
| Q4 2021 | $396,000 | -10.6% | 903 | -36.9% | 0.02% | -17.2% |
| Q3 2020 | $443,000 | +33.8% | 1,432 | +20.8% | 0.03% | +26.1% |
| Q2 2020 | $331,000 | -73.0% | 1,185 | -79.6% | 0.02% | -74.2% |
| Q1 2020 | $1,228,000 | – | 5,801 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,383 | $11,715,000 | 27.17% |
| Mathes Company, Inc. | 31,655 | $8,750,000 | 4.88% |
| Legacy Financial Strategies, LLC | 35,377 | $9,779,000 | 4.55% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,086 | $3,341,000 | 2.98% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 196,690 | $54,367,000 | 2.56% |
| Equitable Holdings, Inc. | 460,750 | $127,356,000 | 2.49% |
| AFT, FORSYTH & COMPANY, INC. | 9,957 | $2,752,000 | 2.46% |
| WestEnd Advisors, LLC | 241,520 | $66,758,000 | 2.24% |
| Karp Capital Management Corp | 42,383 | $11,715,000 | 2.20% |
| Destination Wealth Management | 168,978 | $46,707,000 | 1.96% |