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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,725 | -7.3% | 588 | -4.7% | 0.05% | 0.0% |
| Q2 2023 | $242,404 | +18.1% | 617 | +2.0% | 0.05% | +9.5% |
| Q1 2023 | $205,291 | +201.9% | 605 | +161.9% | 0.04% | +200.0% |
| Q2 2022 | $68,000 | -45.2% | 231 | -27.6% | 0.01% | -36.4% |
| Q1 2022 | $124,000 | +1140.0% | 319 | +1287.0% | 0.02% | +1000.0% |
| Q4 2021 | $10,000 | +11.1% | 23 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | – | 23 | – | 0.00% | – |
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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% |