Stuart Chaussee & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 247 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.

Quarter-by-quarter ownership
Stuart Chaussee & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
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$14,260,00067,33513.49%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Legacy Financial Strategies, LLC 41,850$16,780,9715.39%
Stuart Chaussee & Associates, Inc. 41,123$15,716,3885.22%
Mathes Company, Inc. 27,453$10,4924.87%
SHELTON WEALTH MANAGEMENT, LLC 9,878$3,775,3863.02%
AFT, FORSYTH & COMPANY, INC. 9,543$3,647,2492.67%
CIC Wealth, LLC 18,957$7,244,8792.60%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 189,336$72,3612.45%
Milestone Advisory Partners 6,753$2,580,8622.15%
Equitable Holdings, Inc. 379,950$145,209,2912.08%
Campion Asset Management 5,825$2,226,1992.06%
View complete list of ISHARES TR shareholders