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 2022 | $381,000 | -9.5% | 1,380 | -3.5% | 0.08% | -19.6% |
| Q2 2022 | $421,000 | -31.4% | 1,430 | -9.5% | 0.10% | -11.3% |
| Q1 2022 | $614,000 | -12.0% | 1,580 | -0.7% | 0.12% | -3.4% |
| Q4 2021 | $698,000 | +8.7% | 1,591 | 0.0% | 0.12% | +0.8% |
| Q3 2021 | $642,000 | -1.2% | 1,591 | -1.1% | 0.12% | -4.1% |
| Q2 2021 | $650,000 | -44.0% | 1,608 | -26.5% | 0.12% | -51.2% |
| Q1 2021 | $1,160,000 | +88.3% | 2,188 | +24.3% | 0.25% | +71.4% |
| Q4 2020 | $616,000 | 0.0% | 1,760 | -11.7% | 0.15% | -12.5% |
| Q3 2020 | $616,000 | +65.1% | 1,993 | +13.2% | 0.17% | +19.1% |
| Q1 2020 | $373,000 | -22.9% | 1,760 | -12.0% | 0.14% | -6.0% |
| Q4 2019 | $484,000 | +11.5% | 2,000 | 0.0% | 0.15% | -2.0% |
| Q3 2019 | $434,000 | +0.7% | 2,000 | 0.0% | 0.15% | -14.0% |
| Q2 2019 | $431,000 | +4.6% | 2,000 | 0.0% | 0.18% | +8.5% |
| Q1 2019 | $412,000 | -31.7% | 2,000 | -30.5% | 0.16% | -38.8% |
| Q3 2018 | $603,000 | +12.5% | 2,878 | +3.6% | 0.27% | -1.5% |
| Q2 2018 | $536,000 | +415.4% | 2,778 | +380.6% | 0.27% | +478.7% |
| Q1 2018 | $104,000 | -10.3% | 578 | -16.0% | 0.05% | -21.7% |
| Q4 2017 | $116,000 | – | 688 | – | 0.06% | – |
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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% |