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 | $8,237,333 | +110.4% | 87,344 | +92.3% | 0.06% | +76.5% |
| Q1 2024 | $3,915,253 | +21.4% | 45,431 | +531.5% | 0.03% | +9.7% |
| Q4 2023 | $3,224,259 | -15.5% | 7,194 | -28.0% | 0.03% | -26.2% |
| Q3 2023 | $3,817,721 | -9.0% | 9,989 | -6.5% | 0.04% | -10.6% |
| Q2 2023 | $4,196,763 | +15.3% | 10,682 | -0.4% | 0.05% | +2.2% |
| Q1 2023 | $3,640,422 | +298.4% | 10,729 | -1.6% | 0.05% | +84.0% |
| Q4 2022 | $913,663 | -70.2% | 10,908 | -1.6% | 0.02% | -50.0% |
| Q3 2022 | $3,065,000 | -23.0% | 11,087 | -18.0% | 0.05% | -24.2% |
| Q2 2022 | $3,979,000 | -50.5% | 13,517 | -34.6% | 0.07% | -48.8% |
| Q1 2022 | $8,035,000 | +72.6% | 20,675 | +95.0% | 0.13% | +84.3% |
| Q4 2021 | $4,654,000 | +34.3% | 10,601 | +23.4% | 0.07% | -18.6% |
| Q3 2021 | $3,466,000 | +9.1% | 8,588 | +9.2% | 0.09% | +1.2% |
| Q2 2021 | $3,177,000 | +14.5% | 7,864 | +2.3% | 0.08% | +2.4% |
| Q1 2021 | $2,775,000 | -0.5% | 7,690 | -3.5% | 0.08% | -8.8% |
| Q4 2020 | $2,788,000 | +11.3% | 7,970 | -1.7% | 0.09% | +4.6% |
| Q3 2020 | $2,506,000 | +13.7% | 8,107 | +2.7% | 0.09% | +1.2% |
| Q2 2020 | $2,204,000 | +35.2% | 7,894 | +2.5% | 0.09% | +8.9% |
| Q1 2020 | $1,630,000 | +0.6% | 7,698 | +15.0% | 0.08% | +23.4% |
| Q4 2019 | $1,621,000 | +12.2% | 6,696 | +0.6% | 0.06% | 0.0% |
| Q3 2019 | $1,445,000 | +3.9% | 6,659 | +3.2% | 0.06% | -24.7% |
| Q2 2019 | $1,391,000 | +8.7% | 6,452 | +3.9% | 0.08% | +2.4% |
| Q1 2019 | $1,280,000 | +58.0% | 6,209 | +31.6% | 0.08% | +59.6% |
| Q4 2018 | $810,000 | +9.0% | 4,719 | +33.0% | 0.05% | -8.8% |
| Q3 2018 | $743,000 | +260.7% | 3,547 | +236.2% | 0.06% | +200.0% |
| Q2 2018 | $206,000 | – | 1,055 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gray Foundation | 522,084 | $49,237,742 | 15.06% |
| Fairscale Capital, LLC | 78,482 | $7,648,856 | 6.79% |
| Stuart Chaussee & Associates, Inc. | 234,646 | $22,129,464 | 6.09% |
| Legacy Financial Strategies, LLC | 262,305 | $25,315,021 | 6.08% |
| Mathes Company, Inc. | 163,358 | $15,406 | 5.59% |
| Dynamic Wealth Strategies, LLC | 65,922 | $6,217 | 5.34% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,783,263 | $168,179,523 | 4.21% |
| Portfolio Strategies, Inc. | 308,821 | $29,113,693 | 3.97% |
| CIC Wealth, LLC | 102,321 | $9,649,924 | 2.66% |
| AFT, FORSYTH & COMPANY, INC. | 56,243 | $5,304,321 | 2.60% |