ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 256 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $935,577 | -2.7% | 2,448 | 0.0% | 0.11% | +3.9% |
| Q2 2023 | $961,746 | -7.5% | 2,448 | -20.1% | 0.10% | -9.7% |
| Q1 2023 | $1,040,016 | +15.3% | 3,065 | 0.0% | 0.11% | +4.6% |
| Q2 2022 | $902,000 | -24.3% | 3,065 | 0.0% | 0.11% | -8.5% |
| Q1 2022 | $1,191,000 | -3.7% | 3,065 | 0.0% | 0.12% | -9.9% |
| Q3 2021 | $1,237,000 | -0.1% | 3,065 | 0.0% | 0.13% | -1.5% |
| Q2 2021 | $1,238,000 | +11.9% | 3,065 | 0.0% | 0.13% | -3.6% |
| Q1 2021 | $1,106,000 | – | 3,065 | – | 0.14% | – |
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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% |