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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $622,571 | -2.7% | 1,629 | 0.0% | 0.06% | +20.4% |
Q2 2023 | $639,985 | +15.8% | 1,629 | 0.0% | 0.05% | +4.3% |
Q1 2023 | $552,752 | +121117.5% | 1,629 | 0.0% | 0.05% | +14.6% |
Q4 2022 | $456 | -99.9% | 1,629 | 0.0% | 0.04% | -8.9% |
Q3 2022 | $450,000 | -6.2% | 1,629 | 0.0% | 0.04% | -6.2% |
Q2 2022 | $480,000 | – | 1,629 | – | 0.05% | – |
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% |