ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 193 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,716,388 | -3.2% | 41,123 | -0.5% | 5.22% | +2.2% |
Q2 2023 | $16,239,281 | +15.1% | 41,335 | -0.6% | 5.11% | +6.7% |
Q1 2023 | $14,109,944 | +20.7% | 41,583 | -0.4% | 4.79% | +10.9% |
Q4 2022 | $11,690,840 | -0.2% | 41,753 | -1.5% | 4.32% | -84.1% |
Q3 2022 | $11,715,000 | -6.8% | 42,383 | -0.8% | 27.17% | -0.0% |
Q2 2022 | $12,572,000 | -24.7% | 42,704 | -0.6% | 27.18% | +241.6% |
Q1 2022 | $16,699,000 | -13.0% | 42,970 | -1.7% | 7.96% | -3.7% |
Q4 2021 | $19,185,000 | +2.3% | 43,700 | -5.9% | 8.26% | -71.7% |
Q3 2021 | $18,753,000 | -0.2% | 46,458 | -0.2% | 29.22% | +251.8% |
Q2 2021 | $18,798,000 | -54.5% | 46,533 | -59.4% | 8.31% | -47.8% |
Q1 2021 | $41,314,000 | +2.9% | 114,491 | -0.3% | 15.91% | -1.7% |
Q4 2020 | $40,169,000 | +14.1% | 114,825 | +0.8% | 16.19% | +1.0% |
Q3 2020 | $35,200,000 | +12.9% | 113,894 | +1.9% | 16.02% | -1.4% |
Q2 2020 | $31,186,000 | +118.7% | 111,722 | +65.9% | 16.25% | +20.5% |
Q1 2020 | $14,260,000 | – | 67,335 | – | 13.49% | – |
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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% |