ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 278 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 2023 | $21,749 | +15.8% | 55 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $18,775 | +21.3% | 55 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $15,476 | +3.2% | 55 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -11.8% | 55 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $17,000 | -19.0% | 55 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $21,000 | -12.5% | 55 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $24,000 | +9.1% | 55 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $22,000 | +10.0% | 55 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $20,000 | +5.3% | 55 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $19,000 | +11.8% | 55 | 0.0% | 0.02% | -5.9% |
| Q3 2020 | $17,000 | +13.3% | 55 | 0.0% | 0.02% | +6.2% |
| Q2 2020 | $15,000 | +25.0% | 55 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $12,000 | 0.0% | 55 | 0.0% | 0.02% | +23.1% |
| Q3 2019 | $12,000 | 0.0% | 55 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $12,000 | +9.1% | 55 | 0.0% | 0.01% | +16.7% |
| Q1 2019 | $11,000 | +10.0% | 55 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,000 | -9.1% | 55 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $11,000 | 0.0% | 55 | 0.0% | 0.01% | +10.0% |
| Q2 2018 | $11,000 | +10.0% | 55 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $10,000 | 0.0% | 55 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 55 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $9,000 | +12.5% | 55 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $8,000 | +14.3% | 55 | 0.0% | 0.01% | +12.5% |
| Q1 2017 | $7,000 | – | 55 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 42,704 | $12,572,000 | 27.18% |
| Mathes Company, Inc. | 32,880 | $9,680,000 | 4.71% |
| Legacy Financial Strategies, LLC | 31,741 | $9,344,000 | 4.61% |
| WestEnd Advisors, LLC | 469,727 | $138,282,931,000 | 4.36% |
| SHELTON WEALTH MANAGEMENT, LLC | 12,090 | $3,559,000 | 3.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 190,898 | $56,198,000 | 2.84% |
| Equitable Holdings, Inc. | 477,250 | $140,497,000 | 2.68% |
| AFT, FORSYTH & COMPANY, INC. | 9,932 | $2,924,000 | 2.36% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 65,157 | $19,182,000 | 2.09% |
| Destination Wealth Management | 164,350 | $48,383,000 | 1.95% |